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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $4,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,876 | $37,196-73.4% | $154,108-93.6% | $55,725-82.3% |
| Participation rate | 53.7% | 64.1%-10.4pp | 83.0%-29.3pp | 70.9%-17.2pp |
| Annual return | -4.96% | 1319.68%-1324.6pp | 735.21%-740.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,082 | $2,068-47.7% | $5,081-78.7% | $3,356-67.7% |
| Admin fee / account holder | $13 | $102-87.3% | $13,411-99.9% | $115-88.8% |