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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,232 |
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 | $13,358 | $51,620-74.1% | $90,324-85.2% | $65,186-79.5% |
| Participation rate | 83.9% | 68.6%+15.3pp | 73.3%+10.6pp | 70.2%+13.7pp |
| Annual return | 20.23% | 24.94%-4.7pp | 78.15%-57.9pp | 29.39%-9.2pp |
| Employer contribution / active EE | $863 | $2,235-61.4% | $2,856-69.8% | $2,177-60.3% |
| Participant deferral / active EE | $2,178 | $2,871-24.1% | $3,885-43.9% | $3,514-38.0% |
| Admin fee / account holder | $5 | $384-98.8% | $5,356-99.9% | $847-99.4% |