Filed June 3, 2024 (most recent of 2 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 |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INS CO Service code 13 · EIN 74-1625348 | Contract Administrator | $6,787 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,444 |
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 | $91,679 | $52,467+74.7% | $57,196+60.3% | $55,167+66.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.32% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $3,907 | $2,477+57.7% | $2,683+45.6% | $1,963+99.1% |
| Participant deferral / active EE | $3,857 | $2,830+36.3% | $3,096+24.6% | $3,054+26.3% |
| Admin fee / account holder | $18 | $269-93.3% | $3,141-99.4% | $504-96.4% |