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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $15,771 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,083 | $46,325-43.7% | $143,788-81.9% | $64,814-59.8% |
| Participation rate | 49.7% | 64.2%-14.6pp | 80.3%-30.6pp | 71.5%-21.8pp |
| Annual return | -10.30% | -10.05%-0.2pp | -0.03%-10.3pp | 32.84%-43.1pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,111 | $2,647-58.0% | $5,638-80.3% | $4,310-74.2% |
| Admin fee / account holder | $22 | $154-85.7% | $14,675-99.9% | $188-88.3% |