Filed June 26, 2025 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $281,193 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $6,383 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,791 | $45,382-38.8% | $154,110-82.0% | $75,289-63.1% |
| Participation rate | 87.2% | 65.9%+21.3pp | 83.0%+4.2pp | 72.4%+14.8pp |
| Annual return | 10.96% | -0.47%+11.4pp | 735.22%-724.3pp | -0.04%+11.0pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,501 | $2,384+88.8% | $5,081-11.4% | $3,739+20.4% |
| Admin fee / account holder | $77 | $89-13.5% | $13,412-99.4% | $102-24.5% |