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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 | Advisory (Participants) | $9,935 |
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 | $13,479 | $47,180-71.4% | $149,723-91.0% | $74,473-81.9% |
| Participation rate | 71.2% | 63.4%+7.8pp | 78.8%-7.5pp | 70.7%+0.5pp |
| Annual return | 15.13% | 22.75%-7.6pp | 134.50%-119.4pp | 34.36%-19.2pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,036 | $2,730-62.0% | $5,682-81.8% | $4,530-77.1% |
| Admin fee / account holder | $18 | $343-94.7% | $13,215-99.9% | $347-94.7% |