Filed February 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
VRSCO1+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $60,440 |
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $5,330 |
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 | $0 | $68,408-100.0% | $57,196-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.3%-75.3pp | 70.2%-70.2pp |
| Annual return | 1.07% | 8.51%-7.4pp | 14.59%-13.5pp | 5.13%-4.1pp |
| Employer contribution / active EE | $1,048 | $2,869-63.5% | $2,683-61.0% | $1,974-46.9% |
| Participant deferral / active EE | $2,437 | $2,903-16.1% | $3,096-21.3% | $3,061-20.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |