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 | $16,873 | $52,967-68.1% | $172,753-90.2% | $65,186-74.1% |
| Participation rate | 76.9% | 66.2%+10.7pp | 82.6%-5.8pp | 70.2%+6.7pp |
| Annual return | 17.28% | 30.12%-12.8pp | 803.00%-785.7pp | 29.39%-12.1pp |
| Employer contribution / active EE | $1,577 | $2,190-28.0% | $5,144-69.3% | $2,177-27.6% |
| Participant deferral / active EE | $772 | $2,471-68.7% | $5,198-85.1% | $3,514-78.0% |
| Admin fee / account holder | $1 | $472-99.7% | $13,956-100.0% | $847-99.8% |