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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $25,985 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 | Accounting | $3,600 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $3,350 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,603 | $74,089-53.3% | $133,975-74.2% | $55,167-37.3% |
| Participation rate | 67.3% | 84.3%-17.0pp | 87.1%-19.8pp | 69.0%-1.7pp |
| Annual return | 7.02% | 12.11%-5.1pp | 29.29%-22.3pp | 169.23%-162.2pp |
| Employer contribution / active EE | $561 | $3,064-81.7% | $5,211-89.2% | $1,963-71.4% |
| Participant deferral / active EE | $3,607 | $4,678-22.9% | $6,282-42.6% | $3,054+18.1% |
| Admin fee / account holder | $195 | $458-57.5% | $9,324-97.9% | $504-61.3% |