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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) | $8,440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,650 | $47,078-5.2% | $100,671-55.6% | $55,191-19.1% |
| Participation rate | 33.5% | 58.0%-24.5pp | 70.7%-37.2pp | 69.2%-35.7pp |
| Annual return | 0.37% | 0.65%-0.3pp | 20.43%-20.1pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,065-100.0% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,467 | $2,038-28.0% | $3,144-53.3% | $3,046-51.8% |
| Admin fee / account holder | $31 | $153-80.0% | $4,850-99.4% | $91-66.3% |