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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $19,461 |
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 | $18,584 | $62,928-70.5% | $172,755-89.2% | $67,579-72.5% |
| Participation rate | 81.3% | 64.5%+16.9pp | 82.6%-1.3pp | 71.3%+10.1pp |
| Annual return | 4.36% | 30.36%-26.0pp | 802.94%-798.6pp | 378.56%-374.2pp |
| Employer contribution / active EE | $611 | $1,636-62.7% | $5,144-88.1% | $2,148-71.6% |
| Participant deferral / active EE | $1,222 | $2,145-43.0% | $5,198-76.5% | $3,539-65.5% |
| Admin fee / account holder | $18 | $167-89.3% | $13,955-99.9% | $142-87.5% |