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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $96,026 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $723 |
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 | $45,592 | $46,173-1.3% | $170,439-73.3% | $69,631-34.5% |
| Participation rate | 60.4% | 63.9%-3.5pp | 83.6%-23.2pp | 70.7%-10.3pp |
| Annual return | 14.80% | 21.62%-6.8pp | 205.94%-191.1pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,301 | $1,610-19.2% | $5,433-76.1% | $2,032-36.0% |
| Participant deferral / active EE | $2,674 | $2,080+28.5% | $4,939-45.9% | $3,224-17.0% |
| Admin fee / account holder | $163 | $116+40.5% | $13,881-98.8% | $110+47.5% |