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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 12 · EIN 74-1625348 | Recordkeeping fees; Participant commu... | $12,216 |
TIAA2 years Service code 12 · EIN 13-1624203 | Investment management; Participant co... | $6,580 |
Filed as: TWO WEST ADVISORS Service code 50 · EIN 27-3055170 | Direct Payment | $5,801 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES Service code 50 · EIN 62-1874769 | Direct Payment | $5,395 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,937 | $74,706-49.2% | $75,696-49.9% | $79,386-52.2% |
| Participation rate | 64.1% | 75.3%-11.2pp | 74.8%-10.7pp | 70.7%-6.6pp |
| Annual return | 21.81% | 18.52%+3.3pp | 104.53%-82.7pp | 116.85%-95.0pp |
| Employer contribution / active EE | $402 | $2,590-84.5% | $2,743-85.3% | $2,427-83.4% |
| Participant deferral / active EE | $1,643 | $3,533-53.5% | $3,821-57.0% | $4,046-59.4% |
| Admin fee / account holder | $129 | $374-65.6% | $3,619-96.4% | $626-79.4% |