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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $24,851 |
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 | $25,139 | $37,117-32.3% | $147,617-83.0% | $55,191-54.5% |
| Participation rate | 56.9% | 63.6%-6.7pp | 84.6%-27.7pp | 69.2%-12.2pp |
| Annual return | -0.45% | 3.44%-3.9pp | 61.98%-62.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $250 | $1,620-84.5% | $5,564-95.5% | $1,899-86.8% |
| Participant deferral / active EE | $2,042 | $1,985+2.9% | $4,895-58.3% | $3,046-33.0% |
| Admin fee / account holder | $39 | $86-54.8% | $11,612-99.7% | $91-57.4% |