Filed January 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $31,105 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,291 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,016 | $62,928-58.7% | $172,752-84.9% | $67,579-61.5% |
| Participation rate | 95.8% | 64.5%+31.4pp | 82.6%+13.2pp | 71.3%+24.6pp |
| Annual return | 16.11% | 30.36%-14.2pp | 802.97%-786.9pp | 378.56%-362.4pp |
| Employer contribution / active EE | $1,758 | $1,636+7.4% | $5,144-65.8% | $2,148-18.2% |
| Participant deferral / active EE | $3,146 | $2,145+46.7% | $5,198-39.5% | $3,539-11.1% |
| Admin fee / account holder | $70 | $167-58.1% | $13,955-99.5% | $142-50.9% |