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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,643 |
TAG RESOURCES, LLC1+ years Service code 14 · EIN 62-1874769 | Plan Administrator | $5,524 |
LPL FINANCIAL1+ years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $1,896 | $51,769-96.3% | $57,356-96.7% | $52,331-96.4% |
| Participation rate | 72.1% | 75.2%-3.1pp | 75.1%-2.9pp | 68.1%+4.0pp |
| Annual return | -8.63% | 2.43%-11.1pp | 24.41%-33.0pp | 4.54%-13.2pp |
| Employer contribution / active EE | $377 | $2,335-83.9% | $2,689-86.0% | $1,882-80.0% |
| Participant deferral / active EE | $946 | $2,794-66.2% | $3,162-70.1% | $3,022-68.7% |
| Admin fee / account holder | $56 | $295-81.0% | $3,357-98.3% | $592-90.5% |