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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $25,864 |
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 | $30,972 | $46,173-32.9% | $170,435-81.8% | $69,631-55.5% |
| Participation rate | 55.4% | 63.9%-8.5pp | 83.6%-28.2pp | 70.7%-15.3pp |
| Annual return | 12.95% | 21.62%-8.7pp | 205.94%-193.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $270 | $1,610-83.2% | $5,432-95.0% | $2,032-86.7% |
| Participant deferral / active EE | $1,976 | $2,080-5.0% | $4,939-60.0% | $3,224-38.7% |
| Admin fee / account holder | $47 | $116-59.3% | $13,881-99.7% | $110-57.3% |