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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC RETIREMENT SERVICES CO. Service code 19 · EIN 51-0396365 | Securities Custodian | $323,476 |
Filed as: FOCUSED WEALTH MANAGEMENT, INC Service code 21 · EIN 27-2575734 | Bank Trustee | $18,936 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $16,344 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 37 P.O. BOX 4956 · SYRJL.CUSE, NY 13221 | Loan Processing | $860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,463 | $52,346-1.7% | $143,801-64.2% | $78,104-34.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | 94.29% | -14.19%+108.5pp | -0.04%+94.3pp | 10.90%+83.4pp |
| Employer contribution / active EE | $1,527 | $2,131-28.4% | $4,952-69.2% | $3,128-51.2% |
| Participant deferral / active EE | $1,854 | $3,800-51.2% | $5,639-67.1% | $5,089-63.6% |
| Admin fee / account holder | $35 | $63-44.6% | $14,680-99.8% | $79-55.5% |