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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 | $11,466 |
CLS INVESTMENTS3 years Filed as: CLS INVESTMENTS, LLC Service code 27 · EIN 32-0070947 17300 DALLAS PKWY · DALLAS, TX 752481139 | Advisory (Plan) | $5,375 |
TIAA5+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $356 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,354 | $65,322-48.9% | $70,494-52.7% | $73,497-54.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 2.51% | 15.71%-13.2pp | 109.16%-106.6pp | 28.51%-26.0pp |
| Employer contribution / active EE | $3,215 | $2,460+30.7% | $2,738+17.4% | $2,270+41.6% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $75 | $214-65.1% | $3,848-98.1% | $513-85.4% |