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 | $212,605 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $15,703 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,060 | $46,332+25.3% | $143,799-59.6% | $64,819-10.4% |
| Participation rate | 63.5% | 64.2%-0.7pp | 80.3%-16.8pp | 71.5%-8.0pp |
| Annual return | -13.19% | -10.05%-3.1pp | -0.04%-13.1pp | 32.84%-46.0pp |
| Employer contribution / active EE | $1,375 | $1,911-28.0% | $4,952-72.2% | $2,507-45.1% |
| Participant deferral / active EE | $2,566 | $2,647-3.1% | $5,638-54.5% | $4,311-40.5% |
| Admin fee / account holder | $377 | $154+145.0% | $14,677-97.4% | $188+100.7% |