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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PKWY · HOUSTON, TX 77019 | Securities Custodian | $17,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,669 | $58,888-53.0% | $178,499-84.5% | $73,493-62.4% |
| Participation rate | 52.1% | 66.2%-14.1pp | 81.9%-29.8pp | 70.7%-18.6pp |
| Annual return | 11.98% | 24.86%-12.9pp | 151.10%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,204 | $2,236-46.1% | $5,011-76.0% | $2,270-46.9% |
| Participant deferral / active EE | $1,861 | $2,568-27.5% | $5,202-64.2% | $3,740-50.2% |
| Admin fee / account holder | $94 | $400-76.5% | $13,986-99.3% | $513-81.7% |