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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $18,290 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,150 |
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.
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 | $0 | $111,945-100.0% | $63,018-100.0% | $80,976-100.0% |
| Participation rate | 0.0% | 65.1%-65.1pp | 74.8%-74.8pp | 68.3%-68.3pp |
| Annual return | 39.68% | 17.10%+22.6pp | 87.62%-47.9pp | 22.91%+16.8pp |
| Employer contribution / active EE | $0 | $4,590-100.0% | $2,761-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $16 | $3,579-99.6% | $3,330-99.5% | $3,848-99.6% |
| Admin fee / account holder | $0 | $24-100.0% | $3,601-100.0% | $67-100.0% |