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 | $22,464 | $61,356-63.4% | $149,696-85.0% | $71,511-68.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.02% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $2,825 | $2,382+18.6% | $4,821-41.4% | $2,589+9.1% |
| Participant deferral / active EE | $1,632 | $2,920-44.1% | $5,682-71.3% | $4,291-62.0% |
| Admin fee / account holder | $2 | $1,263-99.8% | $13,212-100.0% | $1,588-99.8% |