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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $114,236 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 18 · EIN 74-1625348 | Shareholder servicing fees; Finders' ... | $1,233 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $220 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,064 | $67,512-52.5% | $185,854-82.7% | $93,010-65.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 13.15% | 21.04%-7.9pp | 122.12%-109.0pp | 158.70%-145.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $38 | $318-87.9% | $16,246-99.8% | $152-74.7% |