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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $54,618 |
Filed as: VALIC RETIREMENT SERVICES CO Service code 19 · EIN 51-0396365 | Securities Custodian | $14,597 |
Filed as: NEW YORK LIFE INS & ANNUITY CORP Service code 10 · EIN 13-3044743 | Accounting | $7,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,537 | $46,332+324.2% | $143,797+36.7% | $64,824+203.2% |
| Participation rate | 18.6% | 64.2%-45.6pp | 80.3%-61.7pp | 71.5%-52.8pp |
| Annual return | 4.82% | -10.05%+14.9pp | -0.04%+4.9pp | 32.84%-28.0pp |
| Employer contribution / active EE | $1,490 | $1,911-22.1% | $4,952-69.9% | $2,507-40.6% |
| Participant deferral / active EE | $3,272 | $2,647+23.6% | $5,638-42.0% | $4,311-24.1% |
| Admin fee / account holder | $190 | $154+23.8% | $14,679-98.7% | $188+1.4% |