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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,966 |
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 | $47,237 | $58,312-19.0% | $86,656-45.5% | $71,529-34.0% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | 13.18% | 24.08%-10.9pp | 593.09%-579.9pp | 28.97%-15.8pp |
| Employer contribution / active EE | $5,740 | $2,576+122.8% | $3,025+89.7% | $2,590+121.7% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $9 | $1,057-99.1% | $5,619-99.8% | $1,588-99.4% |