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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 | Recordkeeping | $6,000 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $804 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: KESTRA INVESTMENT SERVICES Service code 49 874 BRIDGEWATER CIRCLE · MAITLAND, FL 32751 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,206 | $44,221-86.0% | $121,220-94.9% | $56,287-89.0% |
| Participation rate | 21.5% | 61.1%-39.6pp | 71.8%-50.3pp | 69.9%-48.4pp |
| Annual return | -7.17% | -3.58%-3.6pp | 16.94%-24.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,112 | $2,521-55.9% | $3,345-66.8% | $3,350-66.8% |
| Admin fee / account holder | $78 | $480-83.7% | $5,021-98.4% | $521-85.0% |