Filed January 15, 2019 (most recent of 4 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 | $45,823 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $1,732 |
Filed as: FIDELITY INVESTMENTS Service code 50 · EIN 04-2647786 | Direct Payment | $72 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,457 | $56,095-52.8% | $178,503-85.2% | $90,274-70.7% |
| Participation rate | 81.8% | 65.6%+16.2pp | 81.9%-0.2pp | 73.4%+8.4pp |
| Annual return | 11.70% | 28.81%-17.1pp | 151.12%-139.4pp | 53.97%-42.3pp |
| Employer contribution / active EE | $1,428 | $1,572-9.2% | $5,011-71.5% | $2,523-43.4% |
| Participant deferral / active EE | $3,054 | $2,669+14.4% | $5,202-41.3% | $4,231-27.8% |
| Admin fee / account holder | $27 | $101-72.7% | $13,987-99.8% | $114-75.9% |