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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $87,570 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,969 | $36,916-5.3% | $156,551-77.7% | $57,658-39.4% |
| Participation rate | 57.7% | 63.4%-5.7pp | 84.0%-26.3pp | 70.2%-12.5pp |
| Annual return | 7.80% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,156 | $1,571-26.4% | $5,501-79.0% | $1,974-41.4% |
| Participant deferral / active EE | $2,394 | $1,926+24.4% | $4,871-50.8% | $3,061-21.8% |
| Admin fee / account holder | $125 | $82+51.7% | $13,028-99.0% | $95+32.4% |