Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,893 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,250 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 | Accounting | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $24,472 | $75,183-67.4% | $123,894-80.2% | $55,167-55.6% |
| Participation rate | 23.8% | 72.8%-49.0pp | 81.4%-57.6pp | 69.0%-45.2pp |
| Annual return | 18.42% | 19.01%-0.6pp | 47.52%-29.1pp | 169.23%-150.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,043 | $5,084-59.8% | $5,984-65.9% | $3,054-33.1% |
| Admin fee / account holder | $204 | $663-69.3% | $8,357-97.6% | $504-59.6% |