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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $119,453 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,758 |
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 | $43,229 | $62,928-31.3% | $172,755-75.0% | $67,579-36.0% |
| Participation rate | 75.8% | 64.5%+11.3pp | 82.6%-6.9pp | 71.3%+4.5pp |
| Annual return | 18.02% | 30.36%-12.3pp | 802.94%-784.9pp | 378.56%-360.5pp |
| Employer contribution / active EE | $631 | $1,636-61.5% | $5,144-87.7% | $2,148-70.6% |
| Participant deferral / active EE | $3,372 | $2,145+57.2% | $5,198-35.1% | $3,539-4.7% |
| Admin fee / account holder | $225 | $167+35.0% | $13,955-98.4% | $142+58.1% |