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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 13 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Contract Administrator | $8,853 |
CLS INVESTMENTS1 year Filed as: CLS INVESTMENTS, LLC Service code 26 · EIN 32-0070947 17300 DALLAS PKWY · DALLAS, TX 752481139 | Advisory (Participants) | $5,026 |
TIAA3+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $935 |
Participant contribution per participant 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 | $33,287 | $55,002-39.5% | $59,899-44.4% | $56,289-40.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | 7.70% | 1.13%+6.6pp | 3.46%+4.2pp | -9.96%+17.7pp |
| Employer contribution / active EE | $2,417 | $2,448-1.3% | $2,723-11.2% | $2,111+14.5% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $67 | $236-71.4% | $3,592-98.1% | $521-87.1% |