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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,235 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,752 | $36,916-84.4% | $156,551-96.3% | $57,658-90.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 5.38% | 12.38%-7.0pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $1,588 | $1,571+1.1% | $5,501-71.1% | $1,974-19.5% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $11 | $82-86.4% | $13,028-99.9% | $95-88.2% |