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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $23,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,524 | $65,092-36.2% | $143,799-71.1% | $66,938-38.0% |
| Participation rate | 57.4% | 65.2%-7.8pp | 80.3%-22.9pp | 69.8%-12.4pp |
| Annual return | -14.29% | -11.14%-3.2pp | -0.04%-14.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $973 | $2,362-58.8% | $4,952-80.3% | $2,545-61.8% |
| Participant deferral / active EE | $2,746 | $2,920-6.0% | $5,638-51.3% | $4,238-35.2% |
| Admin fee / account holder | $248 | $502-50.6% | $14,677-98.3% | $594-58.2% |