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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 12 · EIN 74-1625348 | Distribution (12b-1) fees; Recordkeep... | $15,289 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES Service code 50 · EIN 62-1874769 | Direct Payment | $7,770 |
TIAA1 year Service code 12 · EIN 13-1624203 | Participant communication; Recordkeep... | $6,540 |
Service code 12 · EIN 13-3689044 | Float revenue; Recordkeeping fees; Sa... | $358 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $36,313 | $65,322-44.4% | $70,494-48.5% | $73,497-50.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 3.63% | 15.71%-12.1pp | 109.16%-105.5pp | 28.51%-24.9pp |
| Employer contribution / active EE | $408 | $2,460-83.4% | $2,738-85.1% | $2,270-82.0% |
| Participant deferral / active EE | $1,772 | $3,375-47.5% | $3,711-52.2% | $3,740-52.6% |
| Admin fee / account holder | $129 | $214-39.9% | $3,848-96.7% | $513-74.9% |