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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $19,209 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,600 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $9,011 | $46,732-80.7% | $156,551-94.2% | $55,167-83.7% |
| Participation rate | 61.1% | 65.8%-4.7pp | 84.0%-22.9pp | 69.0%-7.9pp |
| Annual return | 4.37% | 17.72%-13.3pp | 32.23%-27.9pp | 169.23%-164.9pp |
| Employer contribution / active EE | $616 | $2,105-70.8% | $5,501-88.8% | $1,963-68.6% |
| Participant deferral / active EE | $1,329 | $2,204-39.7% | $4,871-72.7% | $3,054-56.5% |
| Admin fee / account holder | $127 | $418-69.7% | $13,028-99.0% | $504-74.8% |