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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $79,457 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $64 |
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 | $44,076 | $37,196+18.5% | $154,108-71.4% | $55,725-20.9% |
| Participation rate | 60.3% | 64.1%-3.8pp | 83.0%-22.7pp | 70.9%-10.6pp |
| Annual return | 6.79% | 1319.68%-1312.9pp | 735.21%-728.4pp | 244.93%-238.1pp |
| Employer contribution / active EE | $946 | $1,614-41.4% | $5,298-82.2% | $2,078-54.5% |
| Participant deferral / active EE | $1,848 | $2,068-10.6% | $5,081-63.6% | $3,356-44.9% |
| Admin fee / account holder | $301 | $102+196.5% | $13,411-97.8% | $115+161.5% |