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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $105,725 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,833 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $2,525 |
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 | $52,599 | $130,084-59.6% | $138,135-61.9% | $90,274-41.7% |
| Participation rate | 49.1% | 86.0%-36.9pp | 78.7%-29.6pp | 73.4%-24.2pp |
| Annual return | 14.03% | 14.63%-0.6pp | 20.51%-6.5pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,803 | $5,865-69.3% | $5,587-67.7% | $2,523-28.6% |
| Participant deferral / active EE | $2,049 | $7,099-71.1% | $6,431-68.1% | $4,231-51.6% |
| Admin fee / account holder | $142 | $187-23.8% | $11,856-98.8% | $114+24.7% |