Filed October 18, 2004 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $480,544 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,260 | $46,516-62.9% | $147,618-88.3% | $69,651-75.2% |
| Participation rate | 98.6% | 65.8%+32.8pp | 84.6%+14.0pp | 66.6%+32.0pp |
| Annual return | -0.64% | 9.48%-10.1pp | 61.98%-62.6pp | 53.77%-54.4pp |
| Employer contribution / active EE | $1,811 | $1,393+30.0% | $5,564-67.5% | $2,241-19.2% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | $33 | $45-26.7% | $11,612-99.7% | $63-48.1% |