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 | $3,822 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,578 | $43,496-61.9% | $161,489-89.7% | $64,340-74.2% |
| Participation rate | 79.7% | 53.5%+26.1pp | 78.7%+1.0pp | 55.2%+24.4pp |
| Annual return | 9.24% | 20.76%-11.5pp | 89.72%-80.5pp | 24.14%-14.9pp |
| Employer contribution / active EE | $349 | $1,431-75.6% | $4,268-91.8% | $1,862-81.3% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $12 | $2,330-99.5% | $16,006-99.9% | $3,703-99.7% |