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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $29,761 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1532536 | Accounting | $3,500 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,800 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,287 | $46,745-37.3% | $60,547-51.6% | $52,331-44.0% |
| Participation rate | 50.3% | 58.6%-8.2pp | 68.0%-17.6pp | 68.1%-17.8pp |
| Annual return | -1.10% | 0.61%-1.7pp | 335.64%-336.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $95 | $1,259-92.4% | $2,419-96.1% | $1,882-94.9% |
| Participant deferral / active EE | $1,875 | $2,145-12.6% | $3,328-43.6% | $3,022-38.0% |
| Admin fee / account holder | $319 | $537-40.6% | $4,536-93.0% | $592-46.1% |