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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $25,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $27,368 | $36,916-25.9% | $156,551-82.5% | $57,658-52.5% |
| Participation rate | 49.4% | 63.4%-14.0pp | 84.0%-34.6pp | 70.2%-20.8pp |
| Annual return | 6.42% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $237 | $1,571-84.9% | $5,501-95.7% | $1,974-88.0% |
| Participant deferral / active EE | $1,835 | $1,926-4.7% | $4,871-62.3% | $3,061-40.0% |
| Admin fee / account holder | $44 | $82-46.8% | $13,028-99.7% | $95-53.5% |