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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $18,585 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $38,797 | $61,391-36.8% | $149,723-74.1% | $71,529-45.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 10.82% | 35.88%-25.1pp | 134.50%-123.7pp | 28.97%-18.1pp |
| Employer contribution / active EE | $349 | $2,384-85.4% | $4,821-92.8% | $2,590-86.5% |
| Participant deferral / active EE | $2,694 | $2,921-7.7% | $5,682-52.6% | $4,291-37.2% |
| Admin fee / account holder | $53 | $1,264-95.8% | $13,215-99.6% | $1,588-96.7% |