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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,569 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,906 |
LPL FINANCIAL4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $20,719 | $66,431-68.8% | $109,916-81.1% | $85,851-75.9% |
| Participation rate | 17.4% | 63.9%-46.5pp | 74.2%-56.8pp | 69.3%-51.9pp |
| Annual return | 12.33% | 19.59%-7.3pp | 29.46%-17.1pp | 318.63%-306.3pp |
| Employer contribution / active EE | $330 | $1,688-80.5% | $2,844-88.4% | $2,565-87.1% |
| Participant deferral / active EE | $515 | $2,844-81.9% | $4,047-87.3% | $3,952-87.0% |
| Admin fee / account holder | $381 | $4,559-91.6% | $6,069-93.7% | $6,261-93.9% |