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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $7,084 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,339 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,309 | $37,196-83.0% | $154,108-95.9% | $55,725-88.7% |
| Participation rate | 18.5% | 64.1%-45.6pp | 83.0%-64.6pp | 70.9%-52.4pp |
| Annual return | 0.71% | 1319.68%-1319.0pp | 735.21%-734.5pp | 244.93%-244.2pp |
| Employer contribution / active EE | $315 | $1,614-80.5% | $5,298-94.1% | $2,078-84.8% |
| Participant deferral / active EE | $651 | $2,068-68.5% | $5,081-87.2% | $3,356-80.6% |
| Admin fee / account holder | $87 | $102-13.9% | $13,411-99.3% | $115-24.0% |