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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $123,269 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $73 |
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 | $37,396 | $36,904+1.3% | $158,223-76.4% | $65,191-42.6% |
| Participation rate | 93.5% | 62.1%+31.4pp | 79.2%+14.3pp | 63.0%+30.5pp |
| Annual return | 10.42% | 24.43%-14.0pp | 52.09%-41.7pp | 51.24%-40.8pp |
| Employer contribution / active EE | $709 | $1,489-52.4% | $4,109-82.7% | $2,400-70.5% |
| Participant deferral / active EE | $1,588 | $1,936-18.0% | $5,467-70.9% | $2,671-40.5% |
| Admin fee / account holder | $160 | $793-79.9% | $16,047-99.0% | $907-82.4% |