Filed November 5, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $270,186 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $47 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,506 | $67,512-45.9% | $185,823-80.4% | $93,030-60.8% |
| Participation rate | 86.5% | 67.1%+19.4pp | 81.7%+4.8pp | 73.9%+12.6pp |
| Annual return | 14.18% | 21.04%-6.9pp | 122.05%-107.9pp | 158.70%-144.5pp |
| Employer contribution / active EE | $1,011 | $1,783-43.3% | $5,167-80.4% | $2,706-62.6% |
| Participant deferral / active EE | $2,702 | $3,035-11.0% | $5,568-51.5% | $4,562-40.8% |
| Admin fee / account holder | $69 | $318-78.4% | $16,237-99.6% | $152-54.7% |