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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,585 |
TAG RESOURCES, LLC1+ years Service code 14 · EIN 62-1874769 | Plan Administrator | $602 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 22 · EIN 74-2794194 | 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.
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 | $7,872 | $81,689-90.4% | $57,356-86.3% | $69,651-88.7% |
| Participation rate | 0.4% | 66.0%-65.6pp | 75.1%-74.7pp | 66.6%-66.2pp |
| Annual return | 10.74% | 821.18%-810.4pp | 24.41%-13.7pp | 53.77%-43.0pp |
| Employer contribution / active EE | $0 | $3,891-100.0% | $2,689-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14 | $3,019-99.5% | $3,162-99.5% | $3,635-99.6% |
| Admin fee / account holder | $85 | $27+210.0% | $3,357-97.5% | $63+33.7% |