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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $95,288 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 18 · EIN 74-1625348 | Product termination fees (surrender c... | $1,155 |
Filed as: FIDELITY INVT INST. OPER. CO. LLC Service code 50 · EIN 04-2647786 | Direct Payment | $205 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,289 | $45,000-41.6% | $143,757-81.7% | $77,904-66.3% |
| Participation rate | 96.8% | 66.8%+29.9pp | 80.3%+16.4pp | 73.7%+23.1pp |
| Annual return | -19.10% | 29.03%-48.1pp | -0.04%-19.1pp | 12.21%-31.3pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $36 | $98-63.3% | $14,673-99.8% | $133-72.8% |