Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 50 · EIN 74-1625348 | Direct Payment | $266 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,634 | $79,151+61.3% | $60,919+109.5% | $64,824+96.9% |
| Participation rate | 92.8% | 77.7%+15.1pp | 73.1%+19.7pp | 71.5%+21.3pp |
| Annual return | -12.92% | -7.12%-5.8pp | 16.96%-29.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $3,346 | $3,052+9.6% | $2,704+23.7% | $2,507+33.4% |
| Participant deferral / active EE | $3,202 | $3,727-14.1% | $3,814-16.1% | $4,311-25.7% |
| Admin fee / account holder | $0 | $106-99.6% | $3,228-100.0% | $188-99.8% |