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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 13-3668904 | Recordkeeping | $35,727 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $10,689 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 | Advisory (Plan) | $2,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,449 | $37,591-3.0% | $90,657-59.8% | $55,725-34.6% |
| Participation rate | 31.6% | 66.4%-34.8pp | 74.0%-42.4pp | 70.9%-39.2pp |
| Annual return | -8.13% | -3.20%-4.9pp | 1.89%-10.0pp | 244.93%-253.1pp |
| Employer contribution / active EE | $556 | $1,302-57.3% | $2,532-78.0% | $2,078-73.2% |
| Participant deferral / active EE | $1,377 | $2,643-47.9% | $3,424-59.8% | $3,356-59.0% |
| Admin fee / account holder | $387 | $100+287.4% | $4,994-92.2% | $115+236.3% |