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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,432 |
AVINTUS1+ years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $425 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $13,687 | $75,832-82.0% | $147,617-90.7% | $59,633-77.0% |
| Participation rate | 47.6% | 71.6%-23.9pp | 84.6%-37.0pp | 68.7%-21.1pp |
| Annual return | -2.41% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $185 | $3,485-94.7% | $5,564-96.7% | $2,203-91.6% |
| Participant deferral / active EE | $1,004 | $3,131-67.9% | $4,895-79.5% | $3,192-68.5% |
| Admin fee / account holder | $171 | $5,986-97.1% | $11,612-98.5% | $4,297-96.0% |