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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
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.
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 | $16,951 | $52,293-67.6% | $178,503-90.5% | $73,412-76.9% |
| Participation rate | 68.6% | 65.3%+3.3pp | 81.9%-13.3pp | 72.2%-3.5pp |
| Annual return | 12.66% | 34.75%-22.1pp | 151.12%-138.5pp | 59.30%-46.6pp |
| Employer contribution / active EE | $1,055 | $1,736-39.3% | $5,011-79.0% | $2,234-52.8% |
| Participant deferral / active EE | $660 | $2,333-71.7% | $5,202-87.3% | $3,806-82.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |