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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $75,511 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,939 | $46,173-11.3% | $170,442-76.0% | $69,631-41.2% |
| Participation rate | 67.1% | 63.9%+3.2pp | 83.6%-16.5pp | 70.7%-3.6pp |
| Annual return | 9.34% | 21.62%-12.3pp | 205.93%-196.6pp | 27571.02%-27561.7pp |
| Employer contribution / active EE | $1,020 | $1,610-36.6% | $5,433-81.2% | $2,032-49.8% |
| Participant deferral / active EE | $1,919 | $2,080-7.7% | $4,939-61.1% | $3,224-40.5% |
| Admin fee / account holder | $274 | $116+136.1% | $13,880-98.0% | $110+147.9% |