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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 | $11,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,272 | $46,173-43.1% | $170,435-84.6% | $69,631-62.3% |
| Participation rate | 59.5% | 63.9%-4.4pp | 83.6%-24.1pp | 70.7%-11.2pp |
| Annual return | 14.34% | 21.62%-7.3pp | 205.94%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $510 | $1,610-68.3% | $5,432-90.6% | $2,032-74.9% |
| Participant deferral / active EE | $1,828 | $2,080-12.1% | $4,939-63.0% | $3,224-43.3% |
| Admin fee / account holder | $46 | $116-60.3% | $13,881-99.7% | $110-58.3% |