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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $15,564 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,083 | $46,173-60.8% | $170,435-89.4% | $69,631-74.0% |
| Participation rate | 79.6% | 63.9%+15.7pp | 83.6%-4.0pp | 70.7%+8.9pp |
| Annual return | 10.32% | 21.62%-11.3pp | 205.94%-195.6pp | 27571.02%-27560.7pp |
| Employer contribution / active EE | $920 | $1,610-42.9% | $5,432-83.1% | $2,032-54.7% |
| Participant deferral / active EE | $1,199 | $2,080-42.4% | $4,939-75.7% | $3,224-62.8% |
| Admin fee / account holder | $16 | $116-86.4% | $13,881-99.9% | $110-85.7% |