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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 50 · EIN 74-1625348 | Direct Payment | $3,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $16,091 | $37,134-56.7% | $100,671-84.0% | $52,331-69.3% |
| Participation rate | 30.8% | 57.7%-26.8pp | 70.7%-39.9pp | 68.1%-37.3pp |
| Annual return | 0.40% | 0.10%+0.3pp | 20.43%-20.0pp | 4.54%-4.1pp |
| Employer contribution / active EE | $566 | $1,187-52.4% | $4,012-85.9% | $1,882-69.9% |
| Participant deferral / active EE | $815 | $2,163-62.3% | $3,144-74.1% | $3,022-73.0% |
| Admin fee / account holder | $35 | $467-92.4% | $4,850-99.3% | $592-94.0% |