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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) | $7,150 |
Filed as: GUARDIAN WEALTH PARTNERS, LLC Service code 28 · EIN 83-2336062 4270 THE CIRCLE AT NORTH HILLS ST. · RALEIGH, NC 27609 | Investment Management | $5,250 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,768 | $58,879-39.3% | $178,490-80.0% | $73,488-51.3% |
| Participation rate | 90.6% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 27.07% | 24.86%+2.2pp | 151.07%-124.0pp | 28.51%-1.4pp |
| Employer contribution / active EE | $2,295 | $2,236+2.6% | $5,011-54.2% | $2,270+1.1% |
| Participant deferral / active EE | $3,051 | $2,567+18.8% | $5,202-41.4% | $3,740-18.4% |
| Admin fee / account holder | $44 | $400-88.9% | $13,984-99.7% | $513-91.3% |