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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,296 | $47,163-67.6% | $149,696-89.8% | $74,460-79.5% |
| Participation rate | 83.0% | 63.4%+19.5pp | 78.8%+4.2pp | 70.7%+12.2pp |
| Annual return | 14.37% | 22.75%-8.4pp | 134.46%-120.1pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,495 | $1,907-21.6% | $4,821-69.0% | $2,638-43.3% |
| Participant deferral / active EE | $962 | $2,730-64.8% | $5,682-83.1% | $4,530-78.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,212-100.0% | $348-100.0% |