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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.
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 | $85,689 | $42,909+99.7% | $152,093-43.7% | $71,012+20.7% |
| Participation rate | 46.2% | 54.7%-8.4pp | 77.8%-31.5pp | 58.6%-12.3pp |
| Annual return | 5.70% | 30.57%-24.9pp | 66.36%-60.7pp | 37.67%-32.0pp |
| Employer contribution / active EE | $1,586 | $1,369+15.9% | $4,175-62.0% | $2,348-32.4% |
| Participant deferral / active EE | $3,325 | $1,904+74.6% | $5,451-39.0% | $3,246+2.4% |
| Admin fee / account holder | $78 | $1,014-92.3% | $14,497-99.5% | $1,167-93.4% |