Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $7,354 |
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.
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 | $62,939 | $36,916+70.5% | $156,551-59.8% | $57,658+9.2% |
| Participation rate | 61.8% | 63.4%-1.6pp | 84.0%-22.2pp | 70.2%-8.4pp |
| Annual return | 5.24% | 12.38%-7.1pp | 32.23%-27.0pp | 5.13%+0.1pp |
| Employer contribution / active EE | $2,142 | $1,571+36.4% | $5,501-61.1% | $1,974+8.5% |
| Participant deferral / active EE | $2,056 | $1,926+6.8% | $4,871-57.8% | $3,061-32.8% |
| Admin fee / account holder | $15 | $82-81.9% | $13,028-99.9% | $95-84.2% |