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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $68,696 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,983 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,171 | $47,766-34.7% | $82,744-62.3% | $64,819-51.9% |
| Participation rate | 90.8% | 67.7%+23.1pp | 72.6%+18.2pp | 71.5%+19.3pp |
| Annual return | -16.27% | -13.06%-3.2pp | 702.22%-718.5pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,852 | $2,182-15.1% | $3,008-38.4% | $2,507-26.1% |
| Participant deferral / active EE | $4,357 | $3,332+30.7% | $4,395-0.9% | $4,311+1.1% |
| Admin fee / account holder | $91 | $143-36.6% | $5,325-98.3% | $188-51.7% |