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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $73,099 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $69 |
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 | $43,179 | $52,293-17.4% | $178,490-75.8% | $73,409-41.2% |
| Participation rate | 58.0% | 65.3%-7.4pp | 81.9%-23.9pp | 72.2%-14.2pp |
| Annual return | 4.97% | 34.75%-29.8pp | 151.07%-146.1pp | 59.29%-54.3pp |
| Employer contribution / active EE | $1,022 | $1,735-41.1% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $1,905 | $2,332-18.3% | $5,202-63.4% | $3,805-49.9% |
| Admin fee / account holder | $279 | $127+119.3% | $13,984-98.0% | $158+76.9% |