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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) | $10,639 |
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 | $48,552 | $47,648+1.9% | $130,660-62.8% | $67,582-28.2% |
| Participation rate | 34.7% | 60.4%-25.8pp | 71.7%-37.1pp | 71.3%-36.6pp |
| Annual return | 18.62% | 25.73%-7.1pp | 1709.29%-1690.7pp | 378.57%-360.0pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,427 | $2,616-45.5% | $3,603-60.4% | $3,539-59.7% |
| Admin fee / account holder | $37 | $105-65.0% | $5,463-99.3% | $142-74.1% |