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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 | $147,892 |
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 | $35,998 | $44,989-20.0% | $170,435-78.9% | $77,958-53.8% |
| Participation rate | 71.9% | 64.6%+7.3pp | 83.6%-11.7pp | 71.6%+0.2pp |
| Annual return | 11.49% | 19.61%-8.1pp | 205.94%-194.4pp | 20.87%-9.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,938 | $2,208+33.1% | $4,939-40.5% | $3,537-16.9% |
| Admin fee / account holder | $118 | $69+70.5% | $13,881-99.2% | $97+20.7% |