Filed December 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS. COMPANY Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,720 | $46,360-70.4% | $147,617-90.7% | $52,331-73.8% |
| Participation rate | 99.3% | 64.9%+34.3pp | 84.6%+14.7pp | 68.1%+31.2pp |
| Annual return | 2.16% | 1.62%+0.5pp | 61.98%-59.8pp | 4.54%-2.4pp |
| Employer contribution / active EE | $1,621 | $2,126-23.8% | $5,564-70.9% | $1,882-13.9% |
| Participant deferral / active EE | $745 | $2,258-67.0% | $4,895-84.8% | $3,022-75.3% |
| Admin fee / account holder | $19 | $766-97.5% | $11,612-99.8% | $592-96.7% |