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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $982 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 PO BOX 16548 · AMARILLO, TX 79105 | Contract Administrator | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,492 | $37,196-42.2% | $154,114-86.1% | $55,725-61.4% |
| Participation rate | 76.2% | 64.1%+12.1pp | 83.0%-6.9pp | 70.9%+5.3pp |
| Annual return | -5.63% | 1319.68%-1325.3pp | 735.16%-740.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $896 | $1,614-44.5% | $5,298-83.1% | $2,078-56.9% |
| Participant deferral / active EE | $993 | $2,068-52.0% | $5,081-80.4% | $3,356-70.4% |
| Admin fee / account holder | $83 | $102-18.2% | $13,411-99.4% | $115-27.9% |