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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) | $7,698 |
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 | $38,099 | $52,961-28.1% | $172,755-77.9% | $65,185-41.6% |
| Participation rate | 78.1% | 66.2%+11.9pp | 82.6%-4.6pp | 70.2%+7.9pp |
| Annual return | 21.72% | 30.12%-8.4pp | 802.94%-781.2pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,338 | $2,190-38.9% | $5,144-74.0% | $2,177-38.5% |
| Participant deferral / active EE | $2,055 | $2,471-16.8% | $5,198-60.5% | $3,514-41.5% |
| Admin fee / account holder | $65 | $472-86.2% | $13,955-99.5% | $847-92.3% |