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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $64,825 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $53,201 |
COULTER & JUSTUS5+ years Service code 10 · EIN 62-1532536 | Accounting | $622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,581 | $40,522-56.6% | $84,637-79.2% | $67,582-74.0% |
| Participation rate | 66.5% | 51.1%+15.4pp | 68.2%-1.7pp | 71.3%-4.7pp |
| Annual return | 17.81% | 32.72%-14.9pp | 258.82%-241.0pp | 378.57%-360.8pp |
| Employer contribution / active EE | $3,742 | $1,146+226.4% | $2,653+41.0% | $2,148+74.2% |
| Participant deferral / active EE | $1,231 | $2,132-42.2% | $3,900-68.4% | $3,539-65.2% |
| Admin fee / account holder | $163 | $145+12.2% | $4,914-96.7% | $142+14.5% |