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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 | $46,464-42.8% | $150,298-82.3% | $79,634-66.6% |
| Participation rate | 75.3% | 57.0%+18.3pp | 77.8%-2.5pp | 62.5%+12.8pp |
| Annual return | 9.47% | 27.89%-18.4pp | 62.79%-53.3pp | 36.46%-27.0pp |
| Employer contribution / active EE | $1,167 | $1,512-22.8% | $4,154-71.9% | $2,529-53.9% |
| Participant deferral / active EE | $1,367 | $2,157-36.6% | $5,453-74.9% | $3,835-64.3% |
| Admin fee / account holder | $17 | $891-98.1% | $14,116-99.9% | $1,002-98.3% |