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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,332 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,404 | $60,504-21.7% | $81,882-42.1% | $74,478-36.4% |
| Participation rate | 99.4% | 62.9%+36.4pp | 72.4%+27.0pp | 67.2%+32.1pp |
| Annual return | 11.04% | 16.91%-5.9pp | 779.47%-768.4pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $5,576 | $2,627+112.3% | $2,916+91.2% | $2,626+112.3% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $14 | $1,492-99.1% | $7,360-99.8% | $1,946-99.3% |