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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $21,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,896 | $65,125-44.9% | $143,797-75.0% | $66,949-46.4% |
| Participation rate | 46.7% | 65.2%-18.5pp | 80.3%-33.6pp | 69.8%-23.1pp |
| Annual return | -13.25% | -11.13%-2.1pp | -0.04%-13.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $325 | $2,362-86.2% | $4,952-93.4% | $2,545-87.2% |
| Participant deferral / active EE | $2,772 | $2,920-5.1% | $5,638-50.8% | $4,239-34.6% |
| Admin fee / account holder | $55 | $503-89.1% | $14,679-99.6% | $594-90.8% |