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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 50 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Direct Payment | $140,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,982 | $37,213-8.7% | $156,551-78.3% | $63,975-46.9% |
| Participation rate | 68.6% | 65.0%+3.6pp | 84.0%-15.4pp | 71.1%-2.5pp |
| Annual return | -0.60% | 47.89%-48.5pp | 32.23%-32.8pp | 48.65%-49.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,569 | $2,070+24.1% | $4,871-47.3% | $3,356-23.5% |
| Admin fee / account holder | $114 | $56+102.3% | $13,028-99.1% | $70+61.8% |