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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 | $35,496 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,610 | $74,706-30.9% | $75,731-31.9% | $79,389-35.0% |
| Participation rate | 71.3% | 75.3%-4.0pp | 74.8%-3.5pp | 70.7%+0.6pp |
| Annual return | 25.21% | 18.52%+6.7pp | 104.65%-79.4pp | 116.89%-91.7pp |
| Employer contribution / active EE | $54 | $2,590-97.9% | $2,743-98.0% | $2,428-97.8% |
| Participant deferral / active EE | $3,015 | $3,533-14.7% | $3,820-21.1% | $4,046-25.5% |
| Admin fee / account holder | $125 | $374-66.7% | $3,620-96.6% | $626-80.1% |