Tag Employer Services, Inc401(k)
EBACON POOLED EMPLOYER PLAN · PHOENIX, AZ · plan year 2024
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Tag Employer Services, Inc reported $2,162,965 in plan administrative expenses for 2024: 22.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,004 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio rose from 0.49% to 22.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is the 501st-largest of 1,285 plans among Arizona employers on file, and the 866th of 2,534 in administrative & support services. In 2024, the employer put in $16.65 for every $1.00 employees contributed themselves; active participation has grown from 902 to 4,492 since 2022.
Tag Employer Services, Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 731681659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.