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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 | $40,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,478 | $65,083-31.7% | $143,788-69.1% | $66,930-33.5% |
| Participation rate | 44.9% | 65.2%-20.3pp | 80.3%-35.4pp | 69.8%-24.9pp |
| Annual return | -10.53% | -11.13%+0.6pp | -0.03%-10.5pp | 1.57%-12.1pp |
| Employer contribution / active EE | $863 | $2,361-63.4% | $4,952-82.6% | $2,545-66.1% |
| Participant deferral / active EE | $2,488 | $2,920-14.8% | $5,638-55.9% | $4,238-41.3% |
| Admin fee / account holder | $179 | $502-64.4% | $14,675-98.8% | $593-69.9% |