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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) | $5,945 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $26,845 | $45,050-40.4% | $63,018-57.4% | $70,126-61.7% |
| Participation rate | 74.7% | 69.5%+5.2pp | 74.8%-0.1pp | 69.5%+5.2pp |
| Annual return | 17.48% | 18.76%-1.3pp | 87.62%-70.1pp | 73.15%-55.7pp |
| Employer contribution / active EE | $772 | $2,052-62.4% | $2,761-72.0% | $2,343-67.0% |
| Participant deferral / active EE | $1,272 | $2,466-48.4% | $3,330-61.8% | $3,332-61.8% |
| Admin fee / account holder | $57 | $2,834-98.0% | $3,601-98.4% | $4,645-98.8% |