The Tatitlek Corporation 401(k) Review & Grade
The Tatitlek Corporation 401(k) Plan
Anchorage, AKManagement of Companies1,376 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,314Employer $ per active participant
$2,752Employee $ saved per active participant
0.49%Direct admin cost, % of plan assets
$38.9MNet plan assets, end of year
$20,171Average balance per account
Score breakdown
- Employer generosity13.2 / 5026th percentile for employer $ per participant
- Low cost6.0 / 2524th percentile for low admin cost vs. same-size plans
- Employee saving3.2 / 1522th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score25 / 100 · Grade F
This plan vs. peers
Peers: Management of Companies plans with 500–2,499 active participants (172 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 26th |
| Lower admin cost | 24th |
| Employee saving | 22th |
| Peers that auto-enroll | 58% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Tatitlek put in about $1,314 per active participant, below the typical peer ($2,492). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Direct plan expenses (0.49% of assets) are well above similar-size plans (0.23%). Check your annual fee disclosure, choose low-cost index funds if you can, and think about whether savings beyond the match belong in an IRA.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,807,595 |
| Participant (employee) contributions | $3,784,893 |
| Other contributions (incl. rollovers in) | $624,629 |
| Administrative expenses paid from the plan | $175,309 |
| Investment advisory & management fees | $41,755 |
| Benefits paid out | $4,884,000 |
| Net assets, start / end of year | $33.1M / $38.9M |
| Active participants, start / end of year | 1,125 / 1,626 |
| Participants with account balances | 1,927 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Clark Nuber, PS |
Largest service providers (Schedule C)
| Nwps | $128,958 reported compensation |
| Ubs Financial Services, Inc | $41,755 reported compensation |
| Charles Schwab Trust Company | $4,596 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250905111843NAL0028791248001, received 2025-09-05, EIN 92-0047496, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.