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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 10 · EIN 74-1625348 | Accounting | $10,652 |
MATRIX TRUST COMPANY1+ years Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Inves... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $29,580 | $46,173-35.9% | $170,435-82.6% | $69,631-57.5% |
| Participation rate | 38.7% | 63.9%-25.2pp | 83.6%-44.9pp | 70.7%-32.0pp |
| Annual return | 5.27% | 21.62%-16.4pp | 205.94%-200.7pp | 27571.02%-27565.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $46 | $116-60.2% | $13,881-99.7% | $110-58.3% |