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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INS Service code 26 · EIN 74-1625348 | Advisory (Participants) | $23,964 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,245 | $50,812-54.3% | $155,602-85.1% | $77,692-70.1% |
| Participation rate | 96.4% | 63.1%+33.2pp | 78.2%+18.1pp | 70.6%+25.8pp |
| Annual return | 14.69% | 34.85%-20.2pp | 64.81%-50.1pp | 31.25%-16.6pp |
| Employer contribution / active EE | $1,935 | $1,989-2.7% | $4,675-58.6% | $2,726-29.0% |
| Participant deferral / active EE | $4,177 | $2,822+48.0% | $5,629-25.8% | $4,648-10.1% |
| Admin fee / account holder | $54 | $436-87.6% | $15,923-99.7% | $431-87.5% |