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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,430 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,179 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,082 | $121,701-88.4% | $104,639-86.5% | $158,982-91.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 6.02% | 465.72%-459.7pp | 340.67%-334.7pp | 302.99%-297.0pp |
| Employer contribution / active EE | $1,496 | $3,165-52.7% | $2,682-44.2% | $4,763-68.6% |
| Participant deferral / active EE | $2,372 | $4,176-43.2% | $3,738-36.5% | $5,983-60.4% |
| Admin fee / account holder | $119 | $7,778-98.5% | $6,465-98.2% | $11,252-98.9% |