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 | $9,139 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,911 | $46,173-17.9% | $170,435-77.8% | $69,631-45.6% |
| Participation rate | 50.9% | 63.9%-12.9pp | 83.6%-32.6pp | 70.7%-19.7pp |
| Annual return | 11.20% | 21.62%-10.4pp | 205.94%-194.7pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $609 | $1,610-62.2% | $5,432-88.8% | $2,032-70.0% |
| Participant deferral / active EE | $1,668 | $2,080-19.8% | $4,939-66.2% | $3,224-48.3% |
| Admin fee / account holder | $10 | $116-91.2% | $13,881-99.9% | $110-90.8% |