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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLOUTIONS Service code 15 · EIN 13-3689044 | Recordkeeping | $13,932 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $10,843 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,265 |
Filed as: CETERA ADVISORS Service code 22 · EIN 84-0858799 | Insurance Broker | $4,779 |
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 | $19,999 | $66,319-69.8% | $93,621-78.6% | $65,186-69.3% |
| Participation rate | 96.6% | 74.0%+22.6pp | 75.8%+20.8pp | 70.2%+26.4pp |
| Annual return | 22.24% | 42.59%-20.3pp | 32.76%-10.5pp | 29.39%-7.1pp |
| Employer contribution / active EE | $2,523 | $2,013+25.4% | $2,719-7.2% | $2,177+15.9% |
| Participant deferral / active EE | $3,601 | $3,343+7.7% | $4,070-11.5% | $3,514+2.5% |
| Admin fee / account holder | $172 | $6,900-97.5% | $7,890-97.8% | $847-79.7% |