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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,749 | $36,916-76.3% | $156,551-94.4% | $57,658-84.8% |
| Participation rate | 63.2% | 63.4%-0.3pp | 84.0%-20.8pp | 70.2%-7.1pp |
| Annual return | -1.03% | 12.38%-13.4pp | 32.23%-33.3pp | 5.13%-6.2pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,003 | $1,926-47.9% | $4,871-79.4% | $3,061-67.2% |
| Admin fee / account holder | $21 | $82-74.7% | $13,028-99.8% | $95-78.0% |