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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,596 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,253 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | 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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,323 | $45,825-64.4% | $90,657-82.0% | $56,289-71.0% |
| Participation rate | 11.2% | 66.7%-55.5pp | 74.0%-62.8pp | 69.9%-58.7pp |
| Annual return | 4.69% | 38.64%-34.0pp | 1.89%+2.8pp | -9.96%+14.6pp |
| Employer contribution / active EE | $87 | $1,372-93.7% | $2,532-96.6% | $2,111-95.9% |
| Participant deferral / active EE | $298 | $2,562-88.4% | $3,424-91.3% | $3,350-91.1% |
| Admin fee / account holder | $269 | $413-34.7% | $4,994-94.6% | $521-48.3% |