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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $4,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,845 | $46,732-66.1% | $156,551-89.9% | $55,167-71.3% |
| Participation rate | 60.7% | 65.8%-5.1pp | 84.0%-23.3pp | 69.0%-8.3pp |
| Annual return | 8.17% | 17.72%-9.5pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $968 | $2,105-54.0% | $5,501-82.4% | $1,963-50.7% |
| Participant deferral / active EE | $1,300 | $2,204-41.0% | $4,871-73.3% | $3,054-57.4% |
| Admin fee / account holder | $10 | $418-97.5% | $13,028-99.9% | $504-98.0% |