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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $4,587 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,691 | $45,109-83.0% | $85,240-91.0% | $77,762-90.1% |
| Participation rate | 95.6% | 48.7%+47.0pp | 67.5%+28.1pp | 70.6%+25.0pp |
| Annual return | 16.09% | 79.55%-63.5pp | 66.75%-50.7pp | 31.27%-15.2pp |
| Employer contribution / active EE | $730 | $1,602-54.4% | $2,735-73.3% | $2,728-73.3% |
| Participant deferral / active EE | $1,829 | $2,814-35.0% | $4,527-59.6% | $4,651-60.7% |
| Admin fee / account holder | $9 | $915-99.0% | $6,165-99.9% | $433-97.9% |