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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,217 | $65,125-72.0% | $143,797-87.3% | $66,949-72.8% |
| Participation rate | 91.9% | 65.2%+26.7pp | 80.3%+11.6pp | 69.8%+22.1pp |
| Annual return | -15.83% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $2,519 | $2,362+6.6% | $4,952-49.1% | $2,545-1.1% |
| Participant deferral / active EE | $1,378 | $2,920-52.8% | $5,638-75.6% | $4,239-67.5% |
| Admin fee / account holder | $1 | $503-99.8% | $14,679-100.0% | $594-99.8% |