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 | $5,448 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,886 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,662 | $67,166-38.0% | $57,343-27.3% | $55,191-24.5% |
| Participation rate | 47.9% | 77.7%-29.9pp | 75.1%-27.2pp | 69.2%-21.3pp |
| Annual return | 3.44% | 4.22%-0.8pp | 24.39%-20.9pp | 10.78%-7.3pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,782 | $2,835-37.2% | $3,162-43.7% | $3,046-41.5% |
| Admin fee / account holder | $18 | $44-58.0% | $3,356-99.5% | $91-79.9% |