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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) | $10,593 |
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 | $45,492 | $39,898+14.0% | $121,220-62.5% | $55,725-18.4% |
| Participation rate | 31.5% | 61.2%-29.7pp | 71.8%-40.3pp | 70.9%-39.4pp |
| Annual return | -5.88% | -0.96%-4.9pp | 16.94%-22.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,023-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,458 | $2,439-40.2% | $3,345-56.4% | $3,356-56.5% |
| Admin fee / account holder | $39 | $95-59.5% | $5,021-99.2% | $115-66.5% |