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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $48,982 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $9,227 |
Filed as: NEW YORK LIFE INSURANCE & ANNUITY Service code 10 · EIN 13-3044743 | Accounting | $8,183 |
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 | $86,615 | $47,163+83.7% | $149,696-42.1% | $74,460+16.3% |
| Participation rate | 50.1% | 63.4%-13.3pp | 78.8%-28.7pp | 70.7%-20.7pp |
| Annual return | -5.13% | 22.75%-27.9pp | 134.46%-139.6pp | 34.38%-39.5pp |
| Employer contribution / active EE | $1,558 | $1,907-18.3% | $4,821-67.7% | $2,638-40.9% |
| Participant deferral / active EE | $3,165 | $2,730+15.9% | $5,682-44.3% | $4,530-30.1% |
| Admin fee / account holder | $79 | $343-76.9% | $13,212-99.4% | $348-77.2% |