Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $76,007 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $67 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,523 | $62,928-30.8% | $172,753-74.8% | $67,582-35.6% |
| Participation rate | 58.0% | 64.5%-6.5pp | 82.6%-24.7pp | 71.3%-13.3pp |
| Annual return | 1.66% | 30.36%-28.7pp | 803.00%-801.3pp | 378.57%-376.9pp |
| Employer contribution / active EE | $976 | $1,636-40.3% | $5,144-81.0% | $2,148-54.6% |
| Participant deferral / active EE | $1,890 | $2,145-11.9% | $5,198-63.6% | $3,539-46.6% |
| Admin fee / account holder | $293 | $167+75.6% | $13,956-97.9% | $142+105.6% |