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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,855 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1523526 | Accounting | $4,900 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $490 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,910 | $22,291-91.4% | $69,182-97.2% | $63,975-97.0% |
| Participation rate | 3.8% | 35.3%-31.5pp | 55.1%-51.3pp | 71.1%-67.4pp |
| Annual return | 36.25% | 9.30%+27.0pp | -21.93%+58.2pp | 48.65%-12.4pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $27 | $808-96.6% | $1,897-98.6% | $3,356-99.2% |
| Admin fee / account holder | $78 | $73+6.7% | $2,697-97.1% | $70+10.6% |