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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,823 | $36,916-40.9% | $156,551-86.1% | $57,658-62.2% |
| Participation rate | 61.3% | 63.4%-2.1pp | 84.0%-22.7pp | 70.2%-8.9pp |
| Annual return | 3.60% | 12.38%-8.8pp | 32.23%-28.6pp | 5.13%-1.5pp |
| Employer contribution / active EE | $1,218 | $1,571-22.5% | $5,501-77.9% | $1,974-38.3% |
| Participant deferral / active EE | $1,016 | $1,926-47.2% | $4,871-79.1% | $3,061-66.8% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |