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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $141,546 |
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 | $29,854 | $62,928-52.6% | $172,752-82.7% | $67,579-55.8% |
| Participation rate | 81.4% | 64.5%+17.0pp | 82.6%-1.2pp | 71.3%+10.1pp |
| Annual return | 16.63% | 30.36%-13.7pp | 802.97%-786.3pp | 378.56%-361.9pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,778 | $2,145+29.5% | $5,198-46.5% | $3,539-21.5% |
| Admin fee / account holder | $91 | $167-45.2% | $13,955-99.3% | $142-35.8% |