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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) | $5,352 |
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 | $26,739 | $45,087-40.7% | $69,483-61.5% | $72,976-63.4% |
| Participation rate | 73.5% | 68.5%+5.0pp | 74.6%-1.1pp | 69.5%+4.0pp |
| Annual return | 4.30% | 22.67%-18.4pp | 28.99%-24.7pp | 81.02%-76.7pp |
| Employer contribution / active EE | $855 | $2,055-58.4% | $2,780-69.2% | $2,440-64.9% |
| Participant deferral / active EE | $1,544 | $2,603-40.7% | $3,537-56.3% | $3,608-57.2% |
| Admin fee / account holder | $59 | $3,057-98.1% | $3,841-98.5% | $5,124-98.8% |