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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) | $6,849 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,283 | $55,423-52.6% | $155,602-83.1% | $74,400-64.7% |
| Participation rate | 83.3% | 61.9%+21.4pp | 78.2%+5.1pp | 67.2%+16.1pp |
| Annual return | 17.40% | 269.07%-251.7pp | 64.81%-47.4pp | 1367.51%-1350.1pp |
| Employer contribution / active EE | $2,582 | $2,266+14.0% | $4,675-44.8% | $2,624-1.6% |
| Participant deferral / active EE | $2,648 | $2,835-6.6% | $5,629-53.0% | $4,348-39.1% |
| Admin fee / account holder | $53 | $1,744-97.0% | $15,923-99.7% | $1,944-97.3% |