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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 | $17,088 |
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 | $33,192 | $47,977-30.8% | $154,111-78.5% | $56,287-41.0% |
| Participation rate | 58.4% | 66.2%-7.8pp | 83.0%-24.6pp | 69.9%-11.4pp |
| Annual return | 9.09% | 3.54%+5.5pp | 735.18%-726.1pp | -9.96%+19.0pp |
| Employer contribution / active EE | $633 | $2,169-70.8% | $5,298-88.1% | $2,111-70.0% |
| Participant deferral / active EE | $2,220 | $2,392-7.2% | $5,081-56.3% | $3,350-33.7% |
| Admin fee / account holder | $80 | $438-81.8% | $13,411-99.4% | $521-84.7% |