Filed January 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $66,364 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $22,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,633 | $105,581-44.5% | $70,494-16.8% | $90,274-35.0% |
| Participation rate | 43.5% | 77.5%-34.0pp | 75.1%-31.5pp | 73.4%-29.8pp |
| Annual return | 12.68% | 14.78%-2.1pp | 109.16%-96.5pp | 53.97%-41.3pp |
| Employer contribution / active EE | $1,092 | $3,304-66.9% | $2,738-60.1% | $2,523-56.7% |
| Participant deferral / active EE | $1,470 | $3,813-61.4% | $3,711-60.4% | $4,231-65.2% |
| Admin fee / account holder | $51 | $68-24.9% | $3,848-98.7% | $114-55.5% |