Filed March 6, 2026 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 64 · EIN 74-1625348 | Recordkeeping Fees | $7,573 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,414 |
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 | $54,179 | $70,083-22.7% | $59,899-9.5% | $55,725-2.8% |
| Participation rate | 86.3% | 78.4%+7.9pp | 74.7%+11.6pp | 70.9%+15.4pp |
| Annual return | -1.71% | 3.13%-4.8pp | 3.46%-5.2pp | 244.93%-246.6pp |
| Employer contribution / active EE | $2,571 | $2,878-10.7% | $2,723-5.6% | $2,078+23.7% |
| Participant deferral / active EE | $1,705 | $3,079-44.6% | $3,402-49.9% | $3,356-49.2% |
| Admin fee / account holder | $13 | $70-81.1% | $3,592-99.6% | $115-88.5% |