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 51-0396365 | Securities Custodian | $112,138 |
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 | $28,120 | $46,173-39.1% | $170,439-83.5% | $69,631-59.6% |
| Participation rate | 93.0% | 63.9%+29.1pp | 83.6%+9.4pp | 70.7%+22.3pp |
| Annual return | 12.74% | 21.62%-8.9pp | 205.94%-193.2pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $639 | $1,610-60.3% | $5,433-88.2% | $2,032-68.6% |
| Participant deferral / active EE | $2,329 | $2,080+12.0% | $4,939-52.9% | $3,224-27.8% |
| Admin fee / account holder | $174 | $116+50.4% | $13,881-98.7% | $110+57.9% |