Filed September 25, 2025 (most recent of 3 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $40,989 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 | Securities Custodian | $422 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,808 | $37,213-57.5% | $156,551-89.9% | $63,975-75.3% |
| Participation rate | 99.2% | 65.0%+34.2pp | 84.0%+15.2pp | 71.1%+28.0pp |
| Annual return | 6.13% | 47.89%-41.8pp | 32.23%-26.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $967 | $1,357-28.8% | $5,501-82.4% | $2,182-55.7% |
| Participant deferral / active EE | $2,131 | $2,070+2.9% | $4,871-56.3% | $3,356-36.5% |
| Admin fee / account holder | $20 | $56-64.6% | $13,028-99.8% | $70-71.7% |