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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $5,473 |
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.
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 | $11,898 | $46,173-74.2% | $170,435-93.0% | $69,631-82.9% |
| Participation rate | 46.3% | 63.9%-17.6pp | 83.6%-37.2pp | 70.7%-24.3pp |
| Annual return | 11.03% | 21.62%-10.6pp | 205.94%-194.9pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,026 | $2,080-50.7% | $4,939-79.2% | $3,224-68.2% |
| Admin fee / account holder | $18 | $116-84.1% | $13,881-99.9% | $110-83.3% |