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 | $124,627 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $275 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,930 | $37,196-43.7% | $154,108-86.4% | $55,725-62.4% |
| Participation rate | 70.9% | 64.1%+6.8pp | 83.0%-12.2pp | 70.9%0pp |
| Annual return | 7.54% | 1319.68%-1312.1pp | 735.21%-727.7pp | 244.93%-237.4pp |
| Employer contribution / active EE | $969 | $1,614-40.0% | $5,298-81.7% | $2,078-53.4% |
| Participant deferral / active EE | $1,576 | $2,068-23.8% | $5,081-69.0% | $3,356-53.0% |
| Admin fee / account holder | $147 | $102+44.5% | $13,411-98.9% | $115+27.5% |