Filed March 28, 2017 (most recent of 4 filings on file)
Total covered: 363 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $169,483 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,341 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 | Advisory (Participants) | $22,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,161 | $49,270-24.6% | $156,551-76.3% | $329,111-88.7% |
| Participation rate | 58.3% | 68.1%-9.8pp | 84.0%-25.7pp | 67.9%-9.5pp |
| Annual return | 9.69% | 23.25%-13.6pp | 32.23%-22.5pp | 16.35%-6.7pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $3,142 | $2,920+7.6% | $4,871-35.5% | $3,682-14.7% |
| Admin fee / account holder | $26 | $51-48.7% | $13,028-99.8% | $754-96.6% |