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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE INC Service code 15 · EIN 16-1053696 | Recordkeeping | $7,335 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $5,871 |
EASTERN BANK3 years Service code 21 · EIN 04-3067724 | Bank Trustee | $4,630 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $2,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,865 | $64,286-78.4% | $90,965-84.8% | $73,412-81.1% |
| Participation rate | 30.0% | 63.6%-33.6pp | 69.0%-39.0pp | 72.2%-42.2pp |
| Annual return | 8.69% | 21.46%-12.8pp | 134.57%-125.9pp | 59.30%-50.6pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,305 | $2,453-46.8% | $3,373-61.3% | $3,806-65.7% |
| Admin fee / account holder | $176 | $287-38.8% | $5,960-97.0% | $158+11.4% |