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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $63,732 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $9,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $180,892 | $37,196+386.3% | $154,108+17.4% | $55,725+224.6% |
| Participation rate | 28.3% | 64.1%-35.8pp | 83.0%-54.8pp | 70.9%-42.6pp |
| Annual return | 5.83% | 1319.68%-1313.8pp | 735.21%-729.4pp | 244.93%-239.1pp |
| Employer contribution / active EE | $2,205 | $1,614+36.6% | $5,298-58.4% | $2,078+6.1% |
| Participant deferral / active EE | $4,325 | $2,068+109.1% | $5,081-14.9% | $3,356+28.9% |
| Admin fee / account holder | $154 | $102+51.6% | $13,411-98.9% | $115+33.7% |