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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $6,051 |
Filed as: TRANSMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,349 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $723 |
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 | $35,993 | $35,9860% | $77,513-53.6% | $73,493-51.0% |
| Participation rate | 7.8% | 40.8%-33.1pp | 54.2%-46.4pp | 70.7%-62.9pp |
| Annual return | 10.76% | 19.26%-8.5pp | 54.81%-44.0pp | 28.51%-17.8pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $321 | $1,198-73.2% | $1,861-82.8% | $3,740-91.4% |
| Admin fee / account holder | $140 | $466-70.0% | $2,859-95.1% | $513-72.8% |