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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 | $36,904-27.9% | $158,223-83.2% | $65,191-59.2% |
| Participation rate | 75.3% | 62.1%+13.2pp | 79.2%-3.9pp | 63.0%+12.3pp |
| Annual return | 9.47% | 24.43%-15.0pp | 52.09%-42.6pp | 51.24%-41.8pp |
| Employer contribution / active EE | $1,167 | $1,489-21.7% | $4,109-71.6% | $2,400-51.4% |
| Participant deferral / active EE | $1,367 | $1,936-29.4% | $5,467-75.0% | $2,671-48.8% |
| Admin fee / account holder | $17 | $793-97.9% | $16,047-99.9% | $907-98.2% |