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 | $254,362 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $6,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,866 | $50,127-10.5% | $149,673-70.0% | $80,160-44.0% |
| Participation rate | 69.0% | 64.3%+4.7pp | 78.8%-9.8pp | 72.9%-3.9pp |
| Annual return | 16.04% | 29.82%-13.8pp | 134.42%-118.4pp | 40.38%-24.3pp |
| Employer contribution / active EE | $747 | $1,865-59.9% | $4,818-84.5% | $2,978-74.9% |
| Participant deferral / active EE | $1,924 | $3,194-39.8% | $5,680-66.1% | $5,017-61.6% |
| Admin fee / account holder | $95 | $153-37.5% | $13,210-99.3% | $145-34.1% |