Filed June 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $110,193 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $71,687 |
VALIC RETIREMENT SERVICES COMPANY10+ years Filed as: VARIABLE ANNUITY LIFE INS CO Service code 19 · EIN 74-1625348 | Securities Custodian | $11,597 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,617 | $91,680+80.6% | $67,524+145.3% | $77,692+113.2% |
| Participation rate | 51.5% | 76.0%-24.5pp | 72.9%-21.4pp | 70.6%-19.1pp |
| Annual return | 11.42% | 14.87%-3.4pp | 3519.41%-3508.0pp | 31.25%-19.8pp |
| Employer contribution / active EE | $4,570 | $3,186+43.4% | $2,734+67.2% | $2,726+67.6% |
| Participant deferral / active EE | $5,289 | $3,909+35.3% | $4,001+32.2% | $4,648+13.8% |
| Admin fee / account holder | $127 | $176-27.7% | $4,001-96.8% | $431-70.4% |