Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $231,135 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $5,998 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,289 | $44,989-34.9% | $170,435-82.8% | $77,958-62.4% |
| Participation rate | 79.3% | 64.6%+14.6pp | 83.6%-4.3pp | 71.6%+7.6pp |
| Annual return | 15.49% | 19.61%-4.1pp | 205.94%-190.4pp | 20.87%-5.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $4,200 | $2,208+90.2% | $4,939-15.0% | $3,537+18.8% |
| Admin fee / account holder | $78 | $69+12.4% | $13,881-99.4% | $97-20.4% |