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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 50 · EIN 74-1625348 | Direct Payment | $4,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,276 | $53,901-66.1% | $134,155-86.4% | $73,493-75.1% |
| Participation rate | 48.7% | 62.8%-14.1pp | 72.2%-23.5pp | 70.7%-21.9pp |
| Annual return | 13.32% | 15.82%-2.5pp | 36.34%-23.0pp | 28.51%-15.2pp |
| Employer contribution / active EE | $770 | $1,458-47.2% | $3,705-79.2% | $2,270-66.1% |
| Participant deferral / active EE | $1,313 | $2,739-52.1% | $3,500-62.5% | $3,740-64.9% |
| Admin fee / account holder | $25 | $581-95.7% | $6,685-99.6% | $513-95.2% |