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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,689 | $50,982+68.1% | $154,803-44.6% | $85,563+0.1% |
| Participation rate | 46.2% | 59.8%-13.6pp | 78.1%-31.8pp | 66.0%-19.7pp |
| Annual return | 5.70% | 30.35%-24.6pp | 58.88%-53.2pp | 31.51%-25.8pp |
| Employer contribution / active EE | $1,586 | $1,708-7.1% | $4,305-63.2% | $2,654-40.2% |
| Participant deferral / active EE | $3,325 | $2,474+34.4% | $5,540-40.0% | $4,375-24.0% |
| Admin fee / account holder | $78 | $846-90.8% | $14,329-99.5% | $834-90.7% |