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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $13,940 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,057 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $797 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,311 | $42,548-49.9% | $74,551-71.4% | $56,289-62.1% |
| Participation rate | 93.8% | 60.5%+33.3pp | 69.1%+24.6pp | 69.9%+23.9pp |
| Annual return | 60.40% | 12.40%+48.0pp | 32.53%+27.9pp | -9.96%+70.4pp |
| Employer contribution / active EE | $1,817 | $855+112.5% | $1,961-7.3% | $2,111-13.9% |
| Participant deferral / active EE | $3,495 | $2,277+53.5% | $3,108+12.5% | $3,350+4.3% |
| Admin fee / account holder | $102 | $467-78.1% | $5,059-98.0% | $521-80.4% |