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 26 · EIN 51-0396365 | Advisory (Participants) | $37,697 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $3,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,898 | $49,177+107.2% | $79,466+28.2% | $64,173+58.8% |
| Participation rate | 98.9% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | -3.53% | -1.16%-2.4pp | 718.28%-721.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,945 | $2,076+282.6% | $2,800+183.7% | $2,381+233.7% |
| Participant deferral / active EE | $7,839 | $2,821+177.9% | $3,704+111.7% | $3,470+125.9% |
| Admin fee / account holder | $320 | $3,839-91.7% | $5,104-93.7% | $4,887-93.5% |