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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,616 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,378 | $47,105-48.2% | $68,368-64.3% | $67,986-64.1% |
| Participation rate | 88.6% | 51.8%+36.8pp | 73.8%+14.8pp | 57.2%+31.4pp |
| Annual return | 11.98% | 48.37%-36.4pp | 292.57%-280.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,038 | $1,859-44.2% | $2,649-60.8% | $2,019-48.6% |
| Participant deferral / active EE | $2,546 | $2,374+7.3% | $4,123-38.2% | $3,358-24.2% |
| Admin fee / account holder | $14 | $2,435-99.4% | $5,150-99.7% | $3,203-99.6% |