Filed July 15, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
FIONA K COSMANN5 years Service code 22 · EIN 74-1625348 VARIABLE ANNUITY LIFE INSURANCE CO · HOUSTON, TX 77019 | Insurance Broker | $18,932 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,399 | $47,180-10.1% | $149,723-71.7% | $74,473-43.1% |
| Participation rate | 66.3% | 63.4%+2.9pp | 78.8%-12.5pp | 70.7%-4.4pp |
| Annual return | 10.95% | 22.75%-11.8pp | 134.50%-123.6pp | 34.36%-23.4pp |
| Employer contribution / active EE | $2,466 | $1,907+29.3% | $4,821-48.9% | $2,638-6.5% |
| Participant deferral / active EE | $3,325 | $2,730+21.8% | $5,682-41.5% | $4,530-26.6% |
| Admin fee / account holder | $67 | $343-80.5% | $13,215-99.5% | $347-80.8% |