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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $5,466 |
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 | $29,756 | $58,888-49.5% | $178,498-83.3% | $73,493-59.5% |
| Participation rate | 71.4% | 66.2%+5.2pp | 81.9%-10.5pp | 70.7%+0.7pp |
| Annual return | 9.06% | 24.86%-15.8pp | 151.09%-142.0pp | 28.51%-19.5pp |
| Employer contribution / active EE | $1,177 | $2,236-47.4% | $5,011-76.5% | $2,270-48.2% |
| Participant deferral / active EE | $1,763 | $2,568-31.3% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $18 | $400-95.5% | $13,985-99.9% | $513-96.5% |