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 | $8,986 |
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 | $34,697 | $36,916-6.0% | $156,551-77.8% | $57,658-39.8% |
| Participation rate | 50.1% | 63.4%-13.3pp | 84.0%-33.9pp | 70.2%-20.1pp |
| Annual return | 6.19% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,239 | $1,571-21.1% | $5,501-77.5% | $1,974-37.2% |
| Participant deferral / active EE | $1,663 | $1,926-13.6% | $4,871-65.9% | $3,061-45.7% |
| Admin fee / account holder | $10 | $82-88.5% | $13,028-99.9% | $95-89.9% |