Filed April 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $16,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,749 | $52,293-24.0% | $178,498-77.7% | $73,412-45.9% |
| Participation rate | 69.9% | 65.3%+4.6pp | 81.9%-12.0pp | 72.2%-2.3pp |
| Annual return | 13.34% | 34.75%-21.4pp | 151.09%-137.8pp | 59.30%-46.0pp |
| Employer contribution / active EE | $795 | $1,735-54.2% | $5,011-84.1% | $2,234-64.4% |
| Participant deferral / active EE | $2,272 | $2,332-2.6% | $5,202-56.3% | $3,806-40.3% |
| Admin fee / account holder | $10 | $127-92.2% | $13,985-99.9% | $158-93.7% |