Filed April 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $7,573 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,544 | $37,117-12.3% | $147,618-78.0% | $55,191-41.0% |
| Participation rate | 51.6% | 63.6%-12.0pp | 84.6%-33.0pp | 69.2%-17.6pp |
| Annual return | 0.50% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,029 | $1,620-36.5% | $5,565-81.5% | $1,899-45.8% |
| Participant deferral / active EE | $1,284 | $1,985-35.3% | $4,895-73.8% | $3,046-57.8% |
| Admin fee / account holder | $8 | $86-90.6% | $11,612-99.9% | $91-91.1% |