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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 | $60,393-21.5% | $81,820-42.1% | $74,429-36.3% |
| Participation rate | 99.4% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.2pp |
| Annual return | 11.04% | 16.89%-5.8pp | 777.93%-766.9pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $5,576 | $2,626+112.3% | $2,915+91.3% | $2,625+112.4% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $14 | $1,491-99.1% | $7,391-99.8% | $1,944-99.3% |