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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $3,324 |
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).
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 | $25,279 | $39,132-35.4% | $57,196-55.8% | $62,881-59.8% |
| Participation rate | 71.3% | 70.5%+0.8pp | 75.3%-4.1pp | 69.3%+2.0pp |
| Annual return | -0.49% | 9.24%-9.7pp | 14.59%-15.1pp | 20.14%-20.6pp |
| Employer contribution / active EE | $675 | $1,874-64.0% | $2,683-74.9% | $2,281-70.4% |
| Participant deferral / active EE | $1,025 | $2,374-56.8% | $3,096-66.9% | $3,203-68.0% |
| Admin fee / account holder | $35 | $2,594-98.7% | $3,141-98.9% | $4,296-99.2% |