Retirement plan

TAG ALLIANCES 401(K) PLAN

Name: THE ATTISHA GROUP MARKETING AND SERVICES (US), INC. - TAG ALLIANCES 401(K) PLAN (2022) Form 5500
Creator: THE ATTISHA GROUP MARKETING AND SERVICES (US), INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAG ALLIANCES 401(K) PLAN, THE ATTISHA GROUP MARKETING AND SERVICES (US), INC.

THE ATTISHA GROUP MARKETING AND SERVICES (US), INC.EIN 38-3992996Plan #002PY 2022

360 CENTRAL AVENUE, SUITE 310 - ST. PETERSBURG, FL 33701

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$58K

+9.0% from 2021

Total participants

0.0% from 2021

Average account balance

$29,193

+9.0% from 2021

Annual return

-15.67%

-11.04 pp from 2021

Benchmarks

See 10,382 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort10,382 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$71K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$35K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.56%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$5036

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,193

$99,644-70.7%

$86,438-66.2%

$134,532-78.3%

Participation rate

66.7%

82.1%-15.4pp

80.3%-13.7pp

81.2%-14.6pp

Annual return

-15.67%

6787.26%-6802.9pp

4397.19%-4412.9pp

418.27%-433.9pp

Employer contribution / active EE

$4,402-100.0%

$3,769-100.0%

$4,741-100.0%

Participant deferral / active EE

$4,400

$7,247-39.3%

$6,952-36.7%

$6,401-31.3%

Admin fee / account holder

$8,375-100.0%

$6,733-100.0%

$11,429-100.0%

TAG ALLIANCES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TAG ALLIANCES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion