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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $36,025 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $19,060 |
CORNERSTONE WEALTH GROUP1 year Service code 99 · EIN 82-2502694 | Other Fees | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,049 | $95,417-53.8% | $135,974-67.6% | $74,460-40.8% |
| Participation rate | 32.5% | 78.2%-45.7pp | 81.9%-49.4pp | 70.7%-38.2pp |
| Annual return | 22.51% | 32.76%-10.3pp | 68.30%-45.8pp | 34.38%-11.9pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,596 | $7,789-66.7% | $7,760-66.5% | $4,530-42.7% |
| Admin fee / account holder | $334 | $266+25.4% | $10,767-96.9% | $348-4.0% |