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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,591 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,062 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $40,148 | $66,813-39.9% | $100,528-60.1% | $73,493-45.4% |
| Participation rate | 35.3% | 77.5%-42.2pp | 79.4%-44.1pp | 70.7%-35.4pp |
| Annual return | 17.43% | 25.70%-8.3pp | 30.90%-13.5pp | 28.51%-11.1pp |
| Employer contribution / active EE | $476 | $2,147-77.8% | $3,419-86.1% | $2,270-79.0% |
| Participant deferral / active EE | $945 | $5,883-83.9% | $6,271-84.9% | $3,740-74.7% |
| Admin fee / account holder | $275 | $512-46.4% | $8,084-96.6% | $513-46.5% |