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 | $65,072-10.4% | $66,439-12.2% | $65,306-10.7% |
| Participation rate | 73.1% | 69.1%+4.0pp | 74.5%-1.4pp | 57.7%+15.4pp |
| Annual return | 9.72% | 21.50%-11.8pp | 757.66%-747.9pp | 21.94%-12.2pp |
| Employer contribution / active EE | $1,305 | $2,475-47.3% | $2,637-50.5% | $1,967-33.7% |
| Participant deferral / active EE | $3,720 | $3,234+15.0% | $3,876-4.0% | $2,959+25.7% |
| Admin fee / account holder | $7 | $1,323-99.5% | $6,173-99.9% | $3,480-99.8% |