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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,441 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,446 | $55,453-70.3% | $170,442-90.4% | $62,292-73.6% |
| Participation rate | 70.5% | 66.4%+4.1pp | 83.6%-13.1pp | 69.5%+0.9pp |
| Annual return | 10.34% | 21.38%-11.0pp | 205.93%-195.6pp | 28.90%-18.6pp |
| Employer contribution / active EE | $1,130 | $2,164-47.8% | $5,433-79.2% | $2,042-44.7% |
| Participant deferral / active EE | $1,519 | $2,303-34.1% | $4,939-69.3% | $3,169-52.1% |
| Admin fee / account holder | $7 | $455-98.4% | $13,880-99.9% | $479-98.4% |