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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 12 · EIN 74-1625348 | Claims processing; Sales loads (front... | $15,356 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST ADVISORS Service code 50 · EIN 27-3055170 | Direct Payment | $7,922 |
TAG RESOURCES, LLC3 years Filed as: TAG RESOURCES Service code 50 · EIN 62-1874769 | Direct Payment | $7,088 |
TIAA3 years Service code 12 · EIN 13-1624203 | Investment management; Direct payment... | $6,707 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Recordkee... | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,704 | $60,989-31.6% | $60,919-31.5% | $66,949-37.7% |
| Participation rate | 54.2% | 74.5%-20.3pp | 73.1%-18.9pp | 69.8%-15.6pp |
| Annual return | -11.09% | -9.60%-1.5pp | 16.96%-28.1pp | 1.57%-12.7pp |
| Employer contribution / active EE | $521 | $2,661-80.4% | $2,704-80.7% | $2,545-79.5% |
| Participant deferral / active EE | $2,149 | $3,615-40.5% | $3,814-43.7% | $4,239-49.3% |
| Admin fee / account holder | $200 | $338-40.9% | $3,228-93.8% | $594-66.3% |