Filed January 4, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON STERLING, INC.1 year Service code 99 · EIN 63-0970725 | Other Fees | $53,013 |
CAPIN CROUSE LLP1 year Service code 10 · EIN 36-3990892 | Accounting | $18,500 |
TIAA7+ years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $10,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,499 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,505 | $120,057-42.1% | $75,728-8.2% | $93,010-25.3% |
| Participation rate | 68.5% | 77.3%-8.8pp | 74.8%-6.4pp | 73.9%-5.4pp |
| Annual return | 14.38% | 19.62%-5.2pp | 104.66%-90.3pp | 158.70%-144.3pp |
| Employer contribution / active EE | $4,438 | $3,253+36.4% | $2,743+61.8% | $2,705+64.0% |
| Participant deferral / active EE | $3,556 | $4,089-13.0% | $3,820-6.9% | $4,561-22.0% |
| Admin fee / account holder | $65 | $81-20.2% | $3,620-98.2% | $152-57.2% |