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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $11,393 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,148 | $55,446+6.7% | $155,574-62.0% | $74,429-20.5% |
| Participation rate | 76.1% | 61.9%+14.2pp | 78.2%-2.1pp | 67.2%+8.9pp |
| Annual return | 10.79% | 269.20%-258.4pp | 64.87%-54.1pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $1,573 | $2,266-30.6% | $4,676-66.4% | $2,625-40.1% |
| Participant deferral / active EE | $4,003 | $2,836+41.2% | $5,629-28.9% | $4,348-7.9% |
| Admin fee / account holder | $40 | $1,743-97.7% | $15,914-99.7% | $1,944-97.9% |