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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $10,255 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,412 | $66,124-70.6% | $90,461-78.5% | $73,497-73.6% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 6.18% | 17.65%-11.5pp | 1294.76%-1288.6pp | 28.51%-22.3pp |
| Employer contribution / active EE | $1,106 | $2,346-52.9% | $3,264-66.1% | $2,270-51.3% |
| Participant deferral / active EE | $1,313 | $3,039-56.8% | $3,964-66.9% | $3,740-64.9% |
| Admin fee / account holder | $16 | $396-96.1% | $5,617-99.7% | $513-97.0% |