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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,282 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $4,100 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $1,871 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,479 | $42,548-75.4% | $74,549-85.9% | $56,287-81.4% |
| Participation rate | 61.9% | 60.5%+1.4pp | 69.1%-7.3pp | 69.9%-8.0pp |
| Annual return | -6.45% | 12.40%-18.8pp | 32.53%-39.0pp | -9.96%+3.5pp |
| Employer contribution / active EE | $537 | $855-37.2% | $1,961-72.6% | $2,111-74.6% |
| Participant deferral / active EE | $2,146 | $2,277-5.7% | $3,108-30.9% | $3,350-35.9% |
| Admin fee / account holder | $75 | $467-83.9% | $5,059-98.5% | $521-85.6% |