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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $3,828 |
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 | $16,034 | $37,196-56.9% | $154,111-89.6% | $55,725-71.2% |
| Participation rate | 67.2% | 64.1%+3.1pp | 83.0%-15.8pp | 70.9%-3.7pp |
| Annual return | -3.37% | 1319.68%-1323.1pp | 735.18%-738.6pp | 244.93%-248.3pp |
| Employer contribution / active EE | $1,171 | $1,614-27.5% | $5,298-77.9% | $2,078-43.7% |
| Participant deferral / active EE | $1,527 | $2,068-26.2% | $5,081-70.0% | $3,356-54.5% |
| Admin fee / account holder | $9 | $102-91.5% | $13,411-99.9% | $115-92.5% |