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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $8,939 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $24,646 | $55,453-55.6% | $170,435-85.5% | $62,293-60.4% |
| Participation rate | 76.3% | 66.4%+9.9pp | 83.6%-7.3pp | 69.5%+6.8pp |
| Annual return | 11.17% | 21.38%-10.2pp | 205.94%-194.8pp | 28.90%-17.7pp |
| Employer contribution / active EE | $1,367 | $2,164-36.8% | $5,432-74.8% | $2,042-33.1% |
| Participant deferral / active EE | $1,979 | $2,303-14.0% | $4,939-59.9% | $3,169-37.5% |
| Admin fee / account holder | $28 | $455-93.8% | $13,881-99.8% | $479-94.1% |