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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 19 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Securities Custodian | $38,824 |
Service code 19 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 66210 | Securities Custodian | $7,671 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE & ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Securities Custodian | $4,091 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES Service code 50 · EIN 62-1874769 | Direct Payment | $3,835 |
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 | $70,548 | $60,989+15.7% | $60,919+15.8% | $66,949+5.4% |
| Participation rate | 91.7% | 74.5%+17.2pp | 73.1%+18.6pp | 69.8%+21.9pp |
| Annual return | -10.67% | -9.60%-1.1pp | 16.96%-27.6pp | 1.57%-12.2pp |
| Employer contribution / active EE | $380 | $2,661-85.7% | $2,704-85.9% | $2,545-85.1% |
| Participant deferral / active EE | $3,098 | $3,615-14.3% | $3,814-18.8% | $4,239-26.9% |
| Admin fee / account holder | $282 | $338-16.7% | $3,228-91.3% | $594-52.5% |