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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $16,272 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,477 | $45,343-35.0% | $150,298-80.4% | $67,986-56.6% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.8%+22.2pp | 57.2%+42.8pp |
| Annual return | 9.20% | 33.28%-24.1pp | 62.79%-53.6pp | 31.67%-22.5pp |
| Employer contribution / active EE | $1,742 | $1,462+19.2% | $4,154-58.1% | $2,019-13.7% |
| Participant deferral / active EE | $1,090 | $2,055-46.9% | $5,453-80.0% | $3,358-67.5% |
| Admin fee / account holder | $65 | $2,250-97.1% | $14,116-99.5% | $3,203-98.0% |