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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $9,052 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $48,381 | $46,722+3.5% | $130,660-63.0% | $65,185-25.8% |
| Participation rate | 64.1% | 60.9%+3.2pp | 71.7%-7.6pp | 70.2%-6.1pp |
| Annual return | 17.89% | 24.17%-6.3pp | 1709.29%-1691.4pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,610 | $1,488+8.2% | $4,092-60.7% | $2,177-26.1% |
| Participant deferral / active EE | $2,705 | $2,545+6.3% | $3,603-24.9% | $3,514-23.0% |
| Admin fee / account holder | $31 | $453-93.2% | $5,463-99.4% | $847-96.4% |