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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $702 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 22 W WASHINGTON ST · CHICAGO, IL 60602 | Advisory (Participants) | $562 |
Filed as: VOYA RET LIFE INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990104 | Advisory (Participants) | $562 |
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 | $24,518 | $37,117-33.9% | $147,617-83.4% | $55,191-55.6% |
| Participation rate | 33.6% | 63.6%-30.0pp | 84.6%-51.0pp | 69.2%-35.6pp |
| Annual return | 1.86% | 3.44%-1.6pp | 61.98%-60.1pp | 10.78%-8.9pp |
| Employer contribution / active EE | $229 | $1,620-85.9% | $5,564-95.9% | $1,899-87.9% |
| Participant deferral / active EE | $1,379 | $1,985-30.5% | $4,895-71.8% | $3,046-54.7% |
| Admin fee / account holder | $15 | $86-82.5% | $11,612-99.9% | $91-83.5% |