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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,578 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,323 |
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 | $50,725 | $53,901-5.9% | $134,162-62.2% | $73,497-31.0% |
| Participation rate | 93.4% | 62.8%+30.6pp | 72.2%+21.2pp | 70.7%+22.7pp |
| Annual return | 11.35% | 15.82%-4.5pp | 36.35%-25.0pp | 28.51%-17.2pp |
| Employer contribution / active EE | $715 | $1,458-50.9% | $3,705-80.7% | $2,270-68.5% |
| Participant deferral / active EE | $3,054 | $2,739+11.5% | $3,500-12.7% | $3,740-18.3% |
| Admin fee / account holder | $43 | $581-92.6% | $6,685-99.4% | $513-91.6% |