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 | $126,956 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $12 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,667 | $52,293-58.6% | $178,503-87.9% | $73,412-70.5% |
| Participation rate | 83.4% | 65.3%+18.0pp | 81.9%+1.5pp | 72.2%+11.2pp |
| Annual return | 1.30% | 34.75%-33.5pp | 151.12%-149.8pp | 59.30%-58.0pp |
| Employer contribution / active EE | $1,226 | $1,736-29.4% | $5,011-75.5% | $2,234-45.1% |
| Participant deferral / active EE | $1,783 | $2,333-23.6% | $5,202-65.7% | $3,806-53.2% |
| Admin fee / account holder | $135 | $127+6.3% | $13,987-99.0% | $158-14.3% |