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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,046 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,519 |
LPL FINANCIAL3 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.
Employer 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.
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 | $10,830 | $38,365-71.8% | $84,628-87.2% | $65,185-83.4% |
| Participation rate | 21.9% | 55.7%-33.8pp | 68.2%-46.4pp | 70.2%-48.3pp |
| Annual return | 31.35% | 32.00%-0.6pp | 258.80%-227.5pp | 29.38%+2.0pp |
| Employer contribution / active EE | $201 | $1,258-84.0% | $2,653-92.4% | $2,177-90.8% |
| Participant deferral / active EE | $1,045 | $2,278-54.1% | $3,900-73.2% | $3,514-70.3% |
| Admin fee / account holder | $189 | $451-58.2% | $4,914-96.2% | $847-77.7% |