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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $2,952 |
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.
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 | $20,188 | $37,134-45.6% | $100,671-79.9% | $52,331-61.4% |
| Participation rate | 45.1% | 57.7%-12.5pp | 70.7%-25.6pp | 68.1%-23.0pp |
| Annual return | -0.60% | 0.10%-0.7pp | 20.43%-21.0pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,261 | $1,187+6.2% | $4,012-68.6% | $1,882-33.0% |
| Participant deferral / active EE | $631 | $2,163-70.9% | $3,144-79.9% | $3,022-79.1% |
| Admin fee / account holder | $18 | $467-96.2% | $4,850-99.6% | $592-97.0% |