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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,202 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $3,075 |
SIMPKINS & ASSOCIATES3+ years Service code 15 · EIN 75-2383194 | Recordkeeping | $75 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,273 | $71,192-74.3% | $117,861-84.5% | $62,293-70.7% |
| Participation rate | 44.0% | 74.2%-30.3pp | 79.7%-35.7pp | 69.5%-25.5pp |
| Annual return | 15.48% | 18.66%-3.2pp | 335.11%-319.6pp | 28.90%-13.4pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,177 | $3,189-63.1% | $4,482-73.7% | $3,169-62.8% |
| Admin fee / account holder | $110 | $587-81.3% | $8,021-98.6% | $479-77.1% |