Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $92,746 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,963 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $72 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,374 | $47,456-46.5% | $172,753-85.3% | $77,775-67.4% |
| Participation rate | 97.9% | 66.3%+31.6pp | 82.6%+15.2pp | 73.2%+24.6pp |
| Annual return | 17.22% | 35.57%-18.4pp | 803.00%-785.8pp | 32.58%-15.4pp |
| Employer contribution / active EE | $1,681 | $1,574+6.8% | $5,144-67.3% | $2,504-32.9% |
| Participant deferral / active EE | $3,595 | $2,560+40.4% | $5,198-30.8% | $3,966-9.4% |
| Admin fee / account holder | $17 | $81-78.6% | $13,956-99.9% | $100-82.7% |