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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $27,971 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,950 |
COULTER & JUSTUS3+ years Filed as: COULTER & JUSTUS PC Service code 10 · EIN 62-1532536 | Accounting | $3,700 |
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.
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 | $44,484 | $51,466-13.6% | $78,778-43.5% | $62,293-28.6% |
| Participation rate | 68.3% | 59.8%+8.5pp | 69.2%-0.9pp | 69.5%-1.3pp |
| Annual return | 8.31% | 19.96%-11.6pp | 35.62%-27.3pp | 28.90%-20.6pp |
| Employer contribution / active EE | $455 | $827-45.0% | $1,986-77.1% | $2,042-77.7% |
| Participant deferral / active EE | $2,589 | $2,147+20.6% | $2,958-12.5% | $3,169-18.3% |
| Admin fee / account holder | $247 | $489-49.4% | $5,134-95.2% | $479-48.4% |