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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,257 |
TAG RESOURCES, LLC1+ years Service code 14 · EIN 62-1874769 | Plan Administrator | $2,250 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1532536 | Accounting | $1,100 |
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 | $44,810 | $57,108-21.5% | $94,228-52.4% | $52,331-14.4% |
| Participation rate | 47.0% | 72.9%-25.9pp | 78.8%-31.8pp | 68.1%-21.1pp |
| Annual return | 0.23% | 1.47%-1.2pp | 10.68%-10.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $682 | $1,735-60.7% | $3,587-81.0% | $1,882-63.7% |
| Participant deferral / active EE | $1,372 | $3,040-54.9% | $4,320-68.2% | $3,022-54.6% |
| Admin fee / account holder | $254 | $546-53.6% | $6,269-96.0% | $592-57.1% |