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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,967 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1532536 | Accounting | $3,300 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,950 |
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 | $19,355 | $26,805-27.8% | $59,496-67.5% | $52,331-63.0% |
| Participation rate | 8.2% | 39.3%-31.1pp | 54.6%-46.4pp | 68.1%-59.9pp |
| Annual return | -0.66% | 2.61%-3.3pp | 182.05%-182.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $1,153-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $331 | $916-63.9% | $1,829-81.9% | $3,022-89.0% |
| Admin fee / account holder | $282 | $305-7.6% | $2,232-87.4% | $592-52.4% |