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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $60,636 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,893 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,202 | $52,722-38.9% | $90,440-64.4% | $73,412-56.1% |
| Participation rate | 94.3% | 67.7%+26.5pp | 72.7%+21.6pp | 72.2%+22.1pp |
| Annual return | 16.52% | 20.70%-4.2pp | 1294.38%-1277.9pp | 59.30%-42.8pp |
| Employer contribution / active EE | $1,420 | $1,872-24.1% | $3,263-56.5% | $2,234-36.4% |
| Participant deferral / active EE | $2,785 | $2,810-0.9% | $3,964-29.7% | $3,806-26.8% |
| Admin fee / account holder | $83 | $117-28.7% | $5,615-98.5% | $158-47.2% |