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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $2,595 |
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 | $20,412 | $46,173-55.8% | $170,435-88.0% | $69,631-70.7% |
| Participation rate | 69.1% | 63.9%+5.2pp | 83.6%-14.5pp | 70.7%-1.6pp |
| Annual return | 4.28% | 21.62%-17.3pp | 205.94%-201.7pp | 27571.02%-27566.7pp |
| Employer contribution / active EE | $1,308 | $1,610-18.7% | $5,432-75.9% | $2,032-35.6% |
| Participant deferral / active EE | $1,126 | $2,080-45.9% | $4,939-77.2% | $3,224-65.1% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |