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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $14,720 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,591 | $36,002-26.1% | $161,489-83.5% | $64,728-58.9% |
| Participation rate | 75.3% | 57.4%+17.8pp | 78.7%-3.4pp | 57.9%+17.4pp |
| Annual return | 9.47% | 33.93%-24.5pp | 89.72%-80.3pp | 49.38%-39.9pp |
| Employer contribution / active EE | $1,167 | $1,380-15.4% | $4,268-72.7% | $2,243-48.0% |
| Participant deferral / active EE | $1,367 | $1,815-24.7% | $5,630-75.7% | $2,729-49.9% |
| Admin fee / account holder | $17 | $931-98.2% | $16,006-99.9% | $1,145-98.5% |