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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) | $9,576 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,419 | $54,121+2.4% | $134,162-58.7% | $73,412-24.5% |
| Participation rate | 36.7% | 64.4%-27.7pp | 72.2%-35.5pp | 72.2%-35.5pp |
| Annual return | 12.44% | -312.52%+325.0pp | 36.35%-23.9pp | 59.30%-46.9pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,705-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,092 | $2,844-61.6% | $3,500-68.8% | $3,806-71.3% |
| Admin fee / account holder | $37 | $132-72.4% | $6,685-99.5% | $158-76.9% |