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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $7,759 |
Annual investment return 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.
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 | $6,149 | $46,173-86.7% | $170,435-96.4% | $69,631-91.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 8.82% | 21.62%-12.8pp | 205.94%-197.1pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $1,673 | $1,610+3.9% | $5,432-69.2% | $2,032-17.7% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $11 | $116-90.5% | $13,881-99.9% | $110-90.1% |