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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $15,640 |
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 | $25,796 | $46,732-44.8% | $156,551-83.5% | $55,167-53.2% |
| Participation rate | 51.1% | 65.8%-14.7pp | 84.0%-32.9pp | 69.0%-17.9pp |
| Annual return | -0.73% | 17.72%-18.4pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $426 | $2,105-79.8% | $5,501-92.3% | $1,963-78.3% |
| Participant deferral / active EE | $1,438 | $2,204-34.8% | $4,871-70.5% | $3,054-52.9% |
| Admin fee / account holder | $77 | $418-81.5% | $13,028-99.4% | $504-84.7% |