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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,375 |
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 | $6,684 | $46,332-85.6% | $143,799-95.4% | $64,819-89.7% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -8.78% | -10.05%+1.3pp | -0.04%-8.7pp | 32.84%-41.6pp |
| Employer contribution / active EE | $2,425 | $1,911+26.9% | $4,952-51.0% | $2,507-3.3% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $5 | $154-96.8% | $14,677-100.0% | $188-97.4% |