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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,045 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,524 | $46,732-47.5% | $156,551-84.3% | $55,167-55.5% |
| Participation rate | 86.1% | 65.8%+20.3pp | 84.0%+2.1pp | 69.0%+17.1pp |
| Annual return | -2.45% | 17.72%-20.2pp | 32.23%-34.7pp | 169.23%-171.7pp |
| Employer contribution / active EE | $2,394 | $2,105+13.7% | $5,501-56.5% | $1,963+22.0% |
| Participant deferral / active EE | $1,764 | $2,204-20.0% | $4,871-63.8% | $3,054-42.3% |
| Admin fee / account holder | $24 | $418-94.2% | $13,028-99.8% | $504-95.2% |