Filed June 3, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $3,813 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,375 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,044 | $51,769+66.2% | $57,356+50.0% | $52,331+64.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.69% | 2.43%-0.7pp | 24.41%-22.7pp | 4.54%-2.8pp |
| Employer contribution / active EE | $3,333 | $2,335+42.7% | $2,689+24.0% | $1,882+77.1% |
| Participant deferral / active EE | $3,311 | $2,794+18.5% | $3,162+4.7% | $3,022+9.6% |
| Admin fee / account holder | $11 | $295-96.1% | $3,357-99.7% | $592-98.1% |