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 19 · EIN 74-1625348 | Securities Custodian | $16,351 |
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 | $23,201 | $55,453-58.2% | $170,435-86.4% | $62,293-62.8% |
| Participation rate | 59.9% | 66.4%-6.5pp | 83.6%-23.7pp | 69.5%-9.6pp |
| Annual return | 9.60% | 21.38%-11.8pp | 205.94%-196.3pp | 28.90%-19.3pp |
| Employer contribution / active EE | $414 | $2,164-80.9% | $5,432-92.4% | $2,042-79.7% |
| Participant deferral / active EE | $1,569 | $2,303-31.9% | $4,939-68.2% | $3,169-50.5% |
| Admin fee / account holder | $57 | $455-87.4% | $13,881-99.6% | $479-88.0% |