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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,461 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,824 | $37,117-78.9% | $147,617-94.7% | $55,191-85.8% |
| Participation rate | 98.6% | 63.6%+35.0pp | 84.6%+14.0pp | 69.2%+29.4pp |
| Annual return | 2.14% | 3.44%-1.3pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,593 | $1,620-1.7% | $5,564-71.4% | $1,899-16.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $18 | $86-79.4% | $11,612-99.8% | $91-80.6% |