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 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $16,272 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,477 | $46,688-36.9% | $189,758-84.5% | $69,733-57.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 79.8%+20.2pp | 62.5%+37.5pp |
| Annual return | 9.20% | 14.35%-5.1pp | 52.62%-43.4pp | 15.22%-6.0pp |
| Employer contribution / active EE | $1,742 | $1,695+2.8% | $4,767-63.5% | $2,250-22.6% |
| Participant deferral / active EE | $1,090 | $2,143-49.1% | $5,856-81.4% | $3,054-64.3% |
| Admin fee / account holder | $65 | $1,700-96.2% | $20,388-99.7% | $3,102-97.9% |