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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,533 | $55,446-12.5% | $155,574-68.8% | $74,429-34.8% |
| Participation rate | 47.2% | 61.9%-14.8pp | 78.2%-31.1pp | 67.2%-20.1pp |
| Annual return | 9.81% | 269.20%-259.4pp | 64.87%-55.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $1,186 | $2,266-47.7% | $4,676-74.6% | $2,625-54.8% |
| Participant deferral / active EE | $1,807 | $2,836-36.3% | $5,629-67.9% | $4,348-58.4% |
| Admin fee / account holder | $42 | $1,743-97.6% | $15,914-99.7% | $1,944-97.8% |