Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $73,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,046 | $112,772-55.6% | $57,356-12.7% | $59,188-15.4% |
| Participation rate | 35.0% | 71.3%-36.3pp | 75.1%-40.0pp | 69.4%-34.4pp |
| Annual return | 1.76% | 0.85%+0.9pp | 24.41%-22.6pp | 5.51%-3.7pp |
| Employer contribution / active EE | $1,341 | $3,400-60.6% | $2,689-50.1% | $2,098-36.1% |
| Participant deferral / active EE | $1,528 | $3,010-49.2% | $3,162-51.7% | $3,265-53.2% |
| Admin fee / account holder | $49 | $144-65.7% | $3,357-98.5% | $92-46.4% |