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 | $1,128 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,307 | $65,084-10.4% | $67,681-13.9% | $64,340-9.4% |
| Participation rate | 73.1% | 66.7%+6.4pp | 73.7%-0.6pp | 55.2%+17.9pp |
| Annual return | 9.72% | 20.50%-10.8pp | 590.58%-580.9pp | 24.14%-14.4pp |
| Employer contribution / active EE | $1,305 | $2,398-45.6% | $2,678-51.3% | $1,862-29.9% |
| Participant deferral / active EE | $3,720 | $3,210+15.9% | $3,976-6.4% | $2,980+24.8% |
| Admin fee / account holder | $7 | $1,415-99.5% | $6,100-99.9% | $3,703-99.8% |