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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE VARIABLE ANNUITY LIFE INS Service code 26 · EIN 74-1625348 | Advisory (Participants) | $14,437 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,147 | $47,163-46.7% | $149,696-83.2% | $74,460-66.2% |
| Participation rate | 69.3% | 63.4%+5.9pp | 78.8%-9.5pp | 70.7%-1.5pp |
| Annual return | 28.15% | 22.75%+5.4pp | 134.46%-106.3pp | 34.38%-6.2pp |
| Employer contribution / active EE | $2,016 | $1,907+5.7% | $4,821-58.2% | $2,638-23.6% |
| Participant deferral / active EE | $4,890 | $2,730+79.1% | $5,682-13.9% | $4,530+7.9% |
| Admin fee / account holder | $44 | $343-87.2% | $13,212-99.7% | $348-87.4% |