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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $36,431 |
Service code 99 · EIN 85-4001199 | Other Fees | $11,712 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $12 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,948 | $65,083-44.8% | $143,788-75.0% | $66,930-46.3% |
| Participation rate | 85.9% | 65.2%+20.7pp | 80.3%+5.6pp | 69.8%+16.1pp |
| Annual return | -14.74% | -11.13%-3.6pp | -0.03%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,754 | $2,361-25.7% | $4,952-64.6% | $2,545-31.1% |
| Participant deferral / active EE | $3,611 | $2,920+23.7% | $5,638-36.0% | $4,238-14.8% |
| Admin fee / account holder | $181 | $502-64.0% | $14,675-98.8% | $593-69.5% |