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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) | $5,693 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,065 | $53,837-38.6% | $75,714-56.3% | $85,847-61.5% |
| Participation rate | 81.6% | 69.1%+12.5pp | 74.8%+6.7pp | 69.3%+12.3pp |
| Annual return | 25.11% | 24.54%+0.6pp | 104.62%-79.5pp | 318.61%-293.5pp |
| Employer contribution / active EE | $1,171 | $2,017-41.9% | $2,744-57.3% | $2,565-54.3% |
| Participant deferral / active EE | $2,359 | $2,895-18.5% | $3,820-38.3% | $3,952-40.3% |
| Admin fee / account holder | $89 | $3,339-97.3% | $3,619-97.5% | $6,261-98.6% |