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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 | $31,493 |
TWO WEST CAPITAL ADVISORS2 years Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Securities Custodian | $8,354 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $5,162 |
TAG RESOURCES, LLC1 year Service code 50 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Direct Payment | $2,038 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,312 | $65,582+4.2% | $64,097+6.6% | $71,529-4.5% |
| Participation rate | 90.6% | 73.2%+17.4pp | 72.3%+18.3pp | 67.9%+22.7pp |
| Annual return | 9.91% | 18.96%-9.1pp | 33.75%-23.8pp | 28.97%-19.1pp |
| Employer contribution / active EE | $417 | $2,671-84.4% | $2,750-84.8% | $2,590-83.9% |
| Participant deferral / active EE | $3,628 | $3,6280% | $3,881-6.5% | $4,291-15.5% |
| Admin fee / account holder | $269 | $616-56.3% | $3,070-91.2% | $1,588-83.1% |