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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,458 |
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 | $14,902 | $56,540-73.6% | $185,849-92.0% | $86,821-82.8% |
| Participation rate | 52.8% | 65.5%-12.7pp | 81.7%-28.9pp | 72.3%-19.5pp |
| Annual return | 11.71% | 118.20%-106.5pp | 122.10%-110.4pp | 97.94%-86.2pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,441 | $2,555-43.6% | $5,569-74.1% | $4,132-65.1% |
| Admin fee / account holder | $19 | $150-87.1% | $16,244-99.9% | $170-88.6% |