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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $13,653 |
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 | $26,299 | $46,173-43.0% | $170,435-84.6% | $69,631-62.2% |
| Participation rate | 34.0% | 63.9%-29.9pp | 83.6%-49.6pp | 70.7%-36.7pp |
| Annual return | 13.90% | 21.62%-7.7pp | 205.94%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,164 | $2,080-44.0% | $4,939-76.4% | $3,224-63.9% |
| Admin fee / account holder | $57 | $116-50.5% | $13,881-99.6% | $110-48.0% |