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 | $7,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,287 | $37,196-13.2% | $154,114-79.1% | $55,725-42.1% |
| Participation rate | 57.7% | 64.1%-6.3pp | 83.0%-25.3pp | 70.9%-13.1pp |
| Annual return | -2.96% | 1319.68%-1322.6pp | 735.16%-738.1pp | 244.93%-247.9pp |
| Employer contribution / active EE | $787 | $1,614-51.3% | $5,298-85.2% | $2,078-62.1% |
| Participant deferral / active EE | $1,983 | $2,068-4.1% | $5,081-61.0% | $3,356-40.9% |
| Admin fee / account holder | $7 | $102-93.2% | $13,411-99.9% | $115-94.0% |