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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,813 |
TAG RESOURCES, LLC2+ years Service code 14 · EIN 62-1874769 | Plan Administrator | $1,000 |
Filed as: KESTRA INVESTMENT SERVICE 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,549 | $89,117-91.5% | $57,196-86.8% | $329,111-97.7% |
| Participation rate | 0.5% | 67.2%-66.7pp | 75.3%-74.8pp | 67.9%-67.4pp |
| Annual return | 16.21% | 7.87%+8.3pp | 14.59%+1.6pp | 16.35%-0.1pp |
| Employer contribution / active EE | $0 | $4,034-100.0% | $2,683-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $15 | $3,328-99.5% | $3,096-99.5% | $3,682-99.6% |
| Admin fee / account holder | $80 | $21+275.5% | $3,141-97.5% | $754-89.4% |