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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 | $36,002+138.0% | $161,489-46.9% | $64,728+32.4% |
| Participation rate | 46.2% | 57.4%-11.2pp | 78.7%-32.5pp | 57.9%-11.7pp |
| Annual return | 5.70% | 33.93%-28.2pp | 89.72%-84.0pp | 49.38%-43.7pp |
| Employer contribution / active EE | $1,586 | $1,380+15.0% | $4,268-62.8% | $2,243-29.3% |
| Participant deferral / active EE | $3,325 | $1,815+83.2% | $5,630-40.9% | $2,729+21.8% |
| Admin fee / account holder | $78 | $931-91.7% | $16,006-99.5% | $1,145-93.2% |