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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $4,809 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $824 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,401 | $84,236-96.0% | $170,435-98.0% | $70,126-95.2% |
| Participation rate | 61.5% | 70.8%-9.3pp | 83.6%-22.1pp | 69.5%-8.0pp |
| Annual return | 11.97% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,204 | $3,387-64.5% | $5,432-77.8% | $2,343-48.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $26 | $5,698-99.5% | $13,881-99.8% | $4,645-99.4% |