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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $8,853 |
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 | $11,640 | $46,332-74.9% | $143,797-91.9% | $64,824-82.0% |
| Participation rate | 62.8% | 64.2%-1.4pp | 80.3%-17.5pp | 71.5%-8.7pp |
| Annual return | -11.50% | -10.05%-1.5pp | -0.04%-11.5pp | 32.84%-44.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,525 | $2,647-42.4% | $5,638-72.9% | $4,311-64.6% |
| Admin fee / account holder | $17 | $154-88.9% | $14,679-99.9% | $188-90.9% |