Filed May 19, 2017
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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) | $949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,116 | $46,360-54.5% | $147,618-85.7% | $52,331-59.6% |
| Participation rate | 30.4% | 64.9%-34.5pp | 84.6%-54.2pp | 68.1%-37.7pp |
| Annual return | -1.62% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,565-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,088 | $2,258-51.8% | $4,895-77.8% | $3,022-64.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-99.9% |