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 | $2,956 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,152 | $52,961-77.1% | $172,752-93.0% | $65,185-81.4% |
| Participation rate | 85.6% | 66.2%+19.4pp | 82.6%+3.0pp | 70.2%+15.4pp |
| Annual return | 3.67% | 30.12%-26.5pp | 802.97%-799.3pp | 29.38%-25.7pp |
| Employer contribution / active EE | $665 | $2,190-69.6% | $5,144-87.1% | $2,177-69.5% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $9 | $472-98.0% | $13,955-99.9% | $847-98.9% |