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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,384 |
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 | $48,308 | $63,768-24.2% | $98,506-51.0% | $79,389-39.2% |
| Participation rate | 99.3% | 69.9%+29.4pp | 73.3%+26.0pp | 70.7%+28.6pp |
| Annual return | 10.66% | 626.18%-615.5pp | 1494.92%-1484.3pp | 116.89%-106.2pp |
| Employer contribution / active EE | $5,054 | $2,558+97.6% | $2,961+70.7% | $2,428+108.2% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $7 | $516-98.7% | $5,955-99.9% | $626-98.9% |