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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,034 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,118 |
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $56 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,584 | $35,986+18.3% | $77,513-45.1% | $73,493-42.1% |
| Participation rate | 24.2% | 40.8%-16.6pp | 54.2%-30.0pp | 70.7%-46.4pp |
| Annual return | 34.51% | 19.26%+15.3pp | 54.81%-20.3pp | 28.51%+6.0pp |
| Employer contribution / active EE | $186 | $557-66.7% | $987-81.2% | $2,270-91.8% |
| Participant deferral / active EE | $435 | $1,198-63.7% | $1,861-76.6% | $3,740-88.4% |
| Admin fee / account holder | $219 | $466-53.0% | $2,859-92.3% | $513-57.4% |