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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $136,802 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,372 | $56,095-42.3% | $178,499-81.9% | $90,274-64.1% |
| Participation rate | 62.7% | 65.6%-2.8pp | 81.9%-19.2pp | 73.4%-10.6pp |
| Annual return | 9.60% | 28.81%-19.2pp | 151.10%-141.5pp | 53.97%-44.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,060 | $2,669-60.3% | $5,202-79.6% | $4,231-74.9% |
| Admin fee / account holder | $95 | $101-5.5% | $13,986-99.3% | $114-16.6% |