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 | $146,377 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 | Securities Custodian | $26 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,997 | $56,540-54.0% | $185,851-86.0% | $86,821-70.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 28.57% | 118.20%-89.6pp | 122.11%-93.5pp | 97.94%-69.4pp |
| Employer contribution / active EE | $1,554 | $1,844-15.7% | $5,168-69.9% | $2,406-35.4% |
| Participant deferral / active EE | $2,001 | $2,555-21.7% | $5,569-64.1% | $4,132-51.6% |
| Admin fee / account holder | $145 | $150-3.3% | $16,245-99.1% | $170-14.7% |