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 | $15,317 |
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 | $16,608 | $36,916-55.0% | $156,551-89.4% | $57,658-71.2% |
| Participation rate | 77.0% | 63.4%+13.5pp | 84.0%-7.0pp | 70.2%+6.7pp |
| Annual return | 0.56% | 12.38%-11.8pp | 32.23%-31.7pp | 5.13%-4.6pp |
| Employer contribution / active EE | $550 | $1,571-65.0% | $5,501-90.0% | $1,974-72.1% |
| Participant deferral / active EE | $1,168 | $1,926-39.4% | $4,871-76.0% | $3,061-61.9% |
| Admin fee / account holder | $16 | $82-81.2% | $13,028-99.9% | $95-83.6% |