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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $148,291 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,157 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,008 | $50,902-9.6% | $155,534-70.4% | $77,736-40.8% |
| Participation rate | 87.0% | 63.1%+23.9pp | 78.2%+8.8pp | 70.6%+16.4pp |
| Annual return | 10.00% | 34.85%-24.8pp | 64.92%-54.9pp | 31.26%-21.3pp |
| Employer contribution / active EE | $1,936 | $1,991-2.8% | $4,675-58.6% | $2,728-29.0% |
| Participant deferral / active EE | $2,827 | $2,824+0.1% | $5,630-49.8% | $4,651-39.2% |
| Admin fee / account holder | $219 | $437-49.9% | $15,900-98.6% | $433-49.5% |