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 | $7,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,355 | $37,117-45.2% | $147,617-86.2% | $55,191-63.1% |
| Participation rate | 61.9% | 63.6%-1.7pp | 84.6%-22.7pp | 69.2%-7.3pp |
| Annual return | 2.06% | 3.44%-1.4pp | 61.98%-59.9pp | 10.78%-8.7pp |
| Employer contribution / active EE | $1,192 | $1,620-26.4% | $5,564-78.6% | $1,899-37.2% |
| Participant deferral / active EE | $925 | $1,985-53.4% | $4,895-81.1% | $3,046-69.7% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |