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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) | $9,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,370 | $45,324+17.8% | $122,354-56.4% | $69,631-23.4% |
| Participation rate | 31.8% | 59.9%-28.1pp | 71.6%-39.8pp | 70.7%-38.9pp |
| Annual return | 14.49% | 25.35%-10.9pp | 30.28%-15.8pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $1,230-100.0% | $4,051-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,492 | $2,367-36.9% | $3,287-54.6% | $3,224-53.7% |
| Admin fee / account holder | $35 | $87-60.3% | $5,479-99.4% | $110-68.7% |