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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 | $19,226 |
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.
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 | $35,600 | $52,961-32.8% | $172,755-79.4% | $65,185-45.4% |
| Participation rate | 57.8% | 66.2%-8.4pp | 82.6%-24.9pp | 70.2%-12.4pp |
| Annual return | 5.72% | 30.12%-24.4pp | 802.94%-797.2pp | 29.38%-23.7pp |
| Employer contribution / active EE | $612 | $2,190-72.1% | $5,144-88.1% | $2,177-71.9% |
| Participant deferral / active EE | $2,353 | $2,471-4.8% | $5,198-54.7% | $3,514-33.0% |
| Admin fee / account holder | $107 | $472-77.3% | $13,955-99.2% | $847-87.4% |