Filed February 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
VRSCO2+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $69,594 |
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $5,121 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,317 | $74,552-44.6% | $63,005-34.4% | $69,631-40.7% |
| Participation rate | 68.5% | 78.3%-9.7pp | 74.8%-6.3pp | 70.7%-2.1pp |
| Annual return | 11.91% | 15.77%-3.9pp | 87.59%-75.7pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $1,114 | $2,929-62.0% | $2,760-59.6% | $2,032-45.2% |
| Participant deferral / active EE | $2,738 | $2,974-7.9% | $3,329-17.8% | $3,224-15.1% |
| Admin fee / account holder | $117 | $59+96.9% | $3,599-96.7% | $110+5.9% |