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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $51,238 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,788 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,662 | $65,946-45.9% | $81,783-56.4% | $77,671-54.1% |
| Participation rate | 87.7% | 65.8%+21.9pp | 72.4%+15.4pp | 70.6%+17.1pp |
| Annual return | 13.13% | 26.65%-13.5pp | 775.05%-761.9pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,624 | $2,371-31.5% | $2,913-44.3% | $2,726-40.4% |
| Participant deferral / active EE | $3,695 | $3,507+5.4% | $4,320-14.5% | $4,648-20.5% |
| Admin fee / account holder | $68 | $527-87.1% | $7,380-99.1% | $430-84.2% |