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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $49,323 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $13,037 |
Filed as: NEW YORK LIFE INSURANCE & ANNUITY Service code 10 · EIN 13-3044743 | Accounting | $8,329 |
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 | $85,689 | $38,165+124.5% | $189,758-54.8% | $69,255+23.7% |
| Participation rate | 46.2% | 66.7%-20.5pp | 79.8%-33.6pp | 69.0%-22.8pp |
| Annual return | 5.70% | 14.65%-8.9pp | 52.62%-46.9pp | 26.73%-21.0pp |
| Employer contribution / active EE | $1,586 | $1,589-0.2% | $4,767-66.7% | $2,645-40.0% |
| Participant deferral / active EE | $3,325 | $2,073+60.4% | $5,856-43.2% | $2,890+15.0% |
| Admin fee / account holder | $78 | $714-89.1% | $20,388-99.6% | $733-89.4% |