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| Provider | Service type | Compensation |
|---|---|---|
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 | Accounting | $4,500 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,116 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,093 |
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 | $10,626 | $76,371-86.1% | $93,621-88.6% | $72,975-85.4% |
| Participation rate | 75.5% | 71.8%+3.8pp | 75.8%-0.3pp | 69.5%+6.0pp |
| Annual return | 27.03% | 25.82%+1.2pp | 32.76%-5.7pp | 81.01%-54.0pp |
| Employer contribution / active EE | $1,352 | $2,276-40.6% | $2,719-50.3% | $2,440-44.6% |
| Participant deferral / active EE | $2,788 | $3,538-21.2% | $4,070-31.5% | $3,608-22.7% |
| Admin fee / account holder | $86 | $6,839-98.7% | $7,890-98.9% | $5,124-98.3% |