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 | $12,645 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,336 |
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 | $39,590 | $70,083-43.5% | $59,887-33.9% | $55,725-29.0% |
| Participation rate | 90.3% | 78.4%+11.9pp | 74.7%+15.6pp | 70.9%+19.4pp |
| Annual return | -2.93% | 3.13%-6.1pp | 3.46%-6.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,224 | $3,079+37.2% | $3,402+24.2% | $3,356+25.9% |
| Admin fee / account holder | $58 | $70-17.8% | $3,591-98.4% | $115-49.8% |