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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE Service code 19 · EIN 74-1625348 | Securities Custodian | $48,645 |
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $12,825 |
Filed as: NEW YORK LIFE INSURANCE & ANNUITY Service code 10 · EIN 13-3044743 | Accounting | $8,632 |
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 | $87,668 | $50,860+72.4% | $155,574-43.6% | $77,714+12.8% |
| Participation rate | 49.3% | 63.1%-13.8pp | 78.2%-28.9pp | 70.6%-21.3pp |
| Annual return | 13.74% | 34.86%-21.1pp | 64.87%-51.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $1,450 | $1,991-27.2% | $4,676-69.0% | $2,727-46.8% |
| Participant deferral / active EE | $3,063 | $2,825+8.4% | $5,629-45.6% | $4,649-34.1% |
| Admin fee / account holder | $80 | $436-81.7% | $15,914-99.5% | $433-81.6% |