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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $428 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,537 | $44,873-78.7% | $79,467-88.0% | $56,289-83.1% |
| Participation rate | 89.6% | 68.7%+20.9pp | 73.3%+16.3pp | 69.9%+19.8pp |
| Annual return | -4.98% | 0.81%-5.8pp | 718.30%-723.3pp | -9.96%+5.0pp |
| Employer contribution / active EE | $247 | $2,140-88.5% | $2,800-91.2% | $2,111-88.3% |
| Participant deferral / active EE | $1,700 | $2,746-38.1% | $3,704-54.1% | $3,350-49.3% |
| Admin fee / account holder | $3 | $418-99.3% | $5,104-99.9% | $521-99.4% |