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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 | $43,496-32.2% | $161,489-81.7% | $64,340-54.2% |
| Participation rate | 100.0% | 53.5%+46.5pp | 78.7%+21.3pp | 55.2%+44.8pp |
| Annual return | 9.20% | 20.76%-11.6pp | 89.72%-80.5pp | 24.14%-14.9pp |
| Employer contribution / active EE | $1,742 | $1,431+21.8% | $4,268-59.2% | $1,862-6.4% |
| Participant deferral / active EE | $1,090 | $1,996-45.4% | $5,630-80.6% | $2,980-63.4% |
| Admin fee / account holder | $65 | $2,330-97.2% | $16,006-99.6% | $3,703-98.2% |