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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) | $7,924 |
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 | $45,835 | $41,281+11.0% | $109,313-58.1% | $57,658-20.5% |
| Participation rate | 32.7% | 59.3%-26.7pp | 71.3%-38.6pp | 70.2%-37.5pp |
| Annual return | 7.05% | 8.97%-1.9pp | 22.07%-15.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,379 | $2,223-38.0% | $3,166-56.4% | $3,061-54.9% |
| Admin fee / account holder | $30 | $75-60.4% | $5,666-99.5% | $95-68.5% |