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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,603 | $46,292-42.5% | $143,757-81.5% | $64,808-59.0% |
| Participation rate | 1.1% | 64.2%-63.1pp | 80.3%-79.2pp | 71.5%-70.3pp |
| Annual return | -8.08% | -10.05%+2.0pp | -0.04%-8.0pp | 32.82%-40.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $8 | $2,646-99.7% | $5,637-99.9% | $4,310-99.8% |
| Admin fee / account holder | $24 | $154-84.6% | $14,673-99.8% | $188-87.4% |