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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $3,177 |
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 | $18,383 | $38,969-52.8% | $109,313-83.2% | $55,167-66.7% |
| Participation rate | 50.9% | 58.2%-7.3pp | 71.3%-20.3pp | 69.0%-18.1pp |
| Annual return | 7.48% | 8.26%-0.8pp | 22.07%-14.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,182 | $1,227-3.6% | $3,892-69.6% | $1,963-39.8% |
| Participant deferral / active EE | $593 | $2,176-72.7% | $3,166-81.3% | $3,054-80.6% |
| Admin fee / account holder | $15 | $501-97.0% | $5,666-99.7% | $504-97.0% |