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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $10,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,824 | $39,859-67.8% | $78,676-83.7% | $57,658-77.8% |
| Participation rate | 40.4% | 66.1%-25.7pp | 73.6%-33.2pp | 70.2%-29.9pp |
| Annual return | 6.99% | 18.96%-12.0pp | 62.19%-55.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,240 | $2,248-44.9% | $3,517-64.7% | $3,061-59.5% |
| Admin fee / account holder | $41 | $76-46.5% | $4,510-99.1% | $95-56.9% |