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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $74,850 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $32,316 |
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 | $10,590 | $27,330-61.2% | $67,704-84.4% | $55,191-80.8% |
| Participation rate | 38.3% | 47.5%-9.2pp | 67.5%-29.2pp | 69.2%-30.9pp |
| Annual return | 0.67% | 8.81%-8.1pp | 25.41%-24.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,412 | $855+182.2% | $2,559-5.8% | $1,899+27.0% |
| Participant deferral / active EE | $238 | $1,709-86.0% | $3,585-93.3% | $3,046-92.2% |
| Admin fee / account holder | $214 | $109+96.3% | $4,255-95.0% | $91+136.2% |