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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 29 · EIN 74-1625348 | Legal | $9,766 |
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 | $7,044 | $47,135-85.1% | $149,717-95.3% | $74,440-90.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 9.49% | 22.75%-13.3pp | 134.41%-124.9pp | 34.37%-24.9pp |
| Employer contribution / active EE | $2,469 | $1,906+29.6% | $4,820-48.8% | $2,638-6.4% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,682-100.0% | $4,529-100.0% |
| Admin fee / account holder | $8 | $343-97.6% | $13,213-99.9% | $348-97.6% |