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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSUR CO Service code 15 · EIN 39-0989781 | Recordkeeping | $22,438 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $10,133 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3 |
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 | $42,296 | $98,982-57.3% | $162,185-73.9% | $65,186-35.1% |
| Participation rate | 93.8% | 85.8%+8.1pp | 87.6%+6.3pp | 70.2%+23.6pp |
| Annual return | 21.92% | 24.84%-2.9pp | 115.61%-93.7pp | 29.39%-7.5pp |
| Employer contribution / active EE | $2,861 | $3,467-17.5% | $5,613-49.0% | $2,177+31.4% |
| Participant deferral / active EE | $6,450 | $5,384+19.8% | $7,297-11.6% | $3,514+83.6% |
| Admin fee / account holder | $181 | $596-69.7% | $10,844-98.3% | $847-78.6% |