Filed October 11, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $2,617 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,576 | $56,540-70.7% | $185,849-91.1% | $86,821-80.9% |
| Participation rate | 93.6% | 65.5%+28.1pp | 81.7%+11.9pp | 72.3%+21.3pp |
| Annual return | 19.55% | 118.20%-98.6pp | 122.10%-102.5pp | 97.94%-78.4pp |
| Employer contribution / active EE | $1,182 | $1,844-35.9% | $5,169-77.1% | $2,406-50.9% |
| Participant deferral / active EE | $2,328 | $2,555-8.9% | $5,569-58.2% | $4,132-43.7% |
| Admin fee / account holder | $27 | $150-82.2% | $16,244-99.8% | $170-84.3% |