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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE COM Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $22,541 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,296 | $65,322-29.1% | $70,494-34.3% | $73,497-37.0% |
| Participation rate | 54.0% | 77.0%-23.0pp | 75.1%-21.1pp | 70.7%-16.7pp |
| Annual return | 2.26% | 15.71%-13.5pp | 109.16%-106.9pp | 28.51%-26.3pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,688 | $3,375-20.4% | $3,711-27.6% | $3,740-28.1% |
| Admin fee / account holder | $81 | $214-62.0% | $3,848-97.9% | $513-84.1% |