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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $10,341 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,878 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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.
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 | $12,660 | $62,928-79.9% | $172,752-92.7% | $67,579-81.3% |
| Participation rate | 15.4% | 64.5%-49.0pp | 82.6%-67.2pp | 71.3%-55.8pp |
| Annual return | 31.69% | 30.36%+1.3pp | 802.97%-771.3pp | 378.56%-346.9pp |
| Employer contribution / active EE | $271 | $1,636-83.4% | $5,144-94.7% | $2,148-87.4% |
| Participant deferral / active EE | $581 | $2,145-72.9% | $5,198-88.8% | $3,539-83.6% |
| Admin fee / account holder | $133 | $167-20.2% | $13,955-99.0% | $142-6.5% |