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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $20,134 |
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $18,283 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,851 | $67,512-70.6% | $185,837-89.3% | $93,010-78.7% |
| Participation rate | 14.7% | 67.1%-52.4pp | 81.7%-67.0pp | 73.9%-59.2pp |
| Annual return | 16.83% | 21.04%-4.2pp | 122.08%-105.2pp | 158.70%-141.9pp |
| Employer contribution / active EE | $255 | $1,783-85.7% | $5,168-95.1% | $2,705-90.6% |
| Participant deferral / active EE | $559 | $3,035-81.6% | $5,568-90.0% | $4,561-87.7% |
| Admin fee / account holder | $201 | $318-36.7% | $16,241-98.8% | $152+32.6% |