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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 50 · EIN 74-1625348 | Direct Payment | $4,062 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,623 | $63,156-75.3% | $122,354-87.2% | $62,293-74.9% |
| Participation rate | 37.3% | 60.0%-22.7pp | 71.6%-34.3pp | 69.5%-32.2pp |
| Annual return | 15.35% | 20.61%-5.3pp | 30.28%-14.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $420 | $1,385-69.7% | $4,051-89.6% | $2,042-79.4% |
| Participant deferral / active EE | $754 | $2,321-67.5% | $3,287-77.1% | $3,169-76.2% |
| Admin fee / account holder | $28 | $440-93.7% | $5,479-99.5% | $479-94.2% |