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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $14,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,836 | $36,916-30.0% | $156,551-83.5% | $57,658-55.2% |
| Participation rate | 33.7% | 63.4%-29.7pp | 84.0%-50.3pp | 70.2%-36.5pp |
| Annual return | 6.16% | 12.38%-6.2pp | 32.23%-26.1pp | 5.13%+1.0pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,241 | $1,926-35.6% | $4,871-74.5% | $3,061-59.5% |
| Admin fee / account holder | $61 | $82-26.5% | $13,028-99.5% | $95-35.8% |