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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,002+3.9% | $161,489-76.8% | $64,728-42.2% |
| Participation rate | 93.5% | 57.4%+36.1pp | 78.7%+14.8pp | 57.9%+35.6pp |
| Annual return | 10.42% | 33.93%-23.5pp | 89.72%-79.3pp | 49.38%-39.0pp |
| Employer contribution / active EE | $709 | $1,380-48.6% | $4,268-83.4% | $2,243-68.4% |
| Participant deferral / active EE | $1,588 | $1,815-12.5% | $5,630-71.8% | $2,729-41.8% |
| Admin fee / account holder | $160 | $931-82.9% | $16,006-99.0% | $1,145-86.1% |