Filed February 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
VRSCO3+ years Service code 19 · EIN 51-0396365 | Securities Custodian | $49,691 |
Filed as: VARIABLE ANNUITY LIFE INS COMPANY Service code 19 · EIN 74-1625348 | Securities Custodian | $4,156 |
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 | $46,973 | $70,083-33.0% | $59,883-21.6% | $55,725-15.7% |
| Participation rate | 68.6% | 78.4%-9.7pp | 74.7%-6.1pp | 70.9%-2.2pp |
| Annual return | 8.65% | 3.13%+5.5pp | 3.46%+5.2pp | 244.93%-236.3pp |
| Employer contribution / active EE | $1,290 | $2,878-55.2% | $2,722-52.6% | $2,078-37.9% |
| Participant deferral / active EE | $2,828 | $3,079-8.1% | $3,402-16.9% | $3,356-15.7% |
| Admin fee / account holder | $85 | $70+21.2% | $3,591-97.6% | $115-26.0% |