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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TARNSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,286 |
CALIFORNIA BENEFIT PLANNERS2 years Service code 15 · EIN 95-4568183 | Recordkeeping | $435 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,003 | $50,175-80.1% | $99,475-89.9% | $65,185-84.7% |
| Participation rate | 41.4% | 68.4%-27.0pp | 73.8%-32.5pp | 70.2%-28.8pp |
| Annual return | 25.77% | 25.36%+0.4pp | 30.72%-5.0pp | 29.38%-3.6pp |
| Employer contribution / active EE | $895 | $1,496-40.1% | $2,540-64.7% | $2,177-58.9% |
| Participant deferral / active EE | $1,587 | $2,748-42.3% | $3,619-56.2% | $3,514-54.8% |
| Admin fee / account holder | $57 | $398-85.6% | $6,252-99.1% | $847-93.2% |