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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $12,638 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,026 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,257 | $129,352-92.8% | $70,494-86.9% | $106,273-91.3% |
| Participation rate | 1.0% | 73.1%-72.0pp | 75.1%-74.0pp | 70.8%-69.8pp |
| Annual return | 15.86% | 13.88%+2.0pp | 109.16%-93.3pp | 21.70%-5.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,738-100.0% | $2,722-100.0% |
| Participant deferral / active EE | $17 | $4,597-99.6% | $3,711-99.5% | $4,601-99.6% |
| Admin fee / account holder | $54 | $37+47.8% | $3,848-98.6% | $78-30.7% |