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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $195,061 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $12,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,629 | $83,436-86.1% | $146,866-92.1% | $83,436-86.1% |
| Participation rate | 53.7% | 73.2%-19.5pp | 82.5%-28.8pp | 73.2%-19.5pp |
| Annual return | 9.93% | 19.34%-9.4pp | 102.85%-92.9pp | 19.34%-9.4pp |
| Employer contribution / active EE | $863 | $4,072-78.8% | $4,425-80.5% | $4,072-78.8% |
| Participant deferral / active EE | $859 | $3,411-74.8% | $7,759-88.9% | $3,411-74.8% |
| Admin fee / account holder | $69 | $265-74.2% | $13,620-99.5% | $265-74.2% |