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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TARNSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0988978 | Recordkeeping | $11,639 |
CALIFORNIA BENEFIT PLANNERS5 years Service code 15 · EIN 95-4568183 | Recordkeeping | $915 |
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.
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 | $13,490 | $44,714-69.8% | $91,225-85.2% | $66,938-79.8% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.2%-13.7pp | 69.8%-10.3pp |
| Annual return | -19.43% | -12.25%-7.2pp | 114.12%-133.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,609 | $1,710-5.9% | $2,851-43.6% | $2,545-36.8% |
| Participant deferral / active EE | $2,682 | $3,355-20.1% | $4,233-36.7% | $4,238-36.7% |
| Admin fee / account holder | $84 | $521-83.9% | $5,422-98.5% | $594-85.9% |