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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $27,885 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $21,529 |
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 | $14,062 | $141,493-90.1% | $75,731-81.4% | $106,520-86.8% |
| Participation rate | 1.1% | 65.2%-64.0pp | 74.8%-73.7pp | 71.3%-70.2pp |
| Annual return | 64.07% | 15.80%+48.3pp | 104.65%-40.6pp | 19.28%+44.8pp |
| Employer contribution / active EE | $0 | $4,166-100.0% | $2,743-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $24 | $4,740-99.5% | $3,820-99.4% | $4,948-99.5% |
| Admin fee / account holder | $101 | $40+151.5% | $3,620-97.2% | $75+36.2% |