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 | $10,259 |
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,635 | $74,552-42.8% | $63,018-32.3% | $69,631-38.8% |
| Participation rate | 63.7% | 78.3%-14.5pp | 74.8%-11.1pp | 70.7%-6.9pp |
| Annual return | 13.40% | 15.77%-2.4pp | 87.62%-74.2pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,548 | $2,974-14.3% | $3,330-23.5% | $3,224-21.0% |
| Admin fee / account holder | $39 | $59-35.0% | $3,601-98.9% | $110-65.0% |