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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,251 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1532536 | Accounting | $1,100 |
TAG RESOURCES, LLC1+ years Service code 14 · EIN 62-1874769 | Plan Administrator | $485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,887 | $48,313-81.6% | $73,309-87.9% | $52,331-83.0% |
| Participation rate | 50.2% | 68.6%-18.3pp | 74.9%-24.7pp | 68.1%-17.9pp |
| Annual return | 0.64% | 3.85%-3.2pp | 5.67%-5.0pp | 4.54%-3.9pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,829 | $4,189-56.3% | $4,991-63.4% | $3,022-39.5% |
| Admin fee / account holder | $115 | $404-71.6% | $5,635-98.0% | $592-80.6% |