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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $69,655 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $67 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,826 | $36,916-0.2% | $156,551-76.5% | $57,658-36.1% |
| Participation rate | 48.5% | 63.4%-14.9pp | 84.0%-35.5pp | 70.2%-21.7pp |
| Annual return | 7.93% | 12.38%-4.5pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $662 | $1,571-57.8% | $5,501-88.0% | $1,974-66.4% |
| Participant deferral / active EE | $1,289 | $1,926-33.0% | $4,871-73.5% | $3,061-57.9% |
| Admin fee / account holder | $320 | $82+287.8% | $13,028-97.5% | $95+238.4% |