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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,661 |
TAG RESOURCES, LLC1+ years Service code 13 · EIN 62-1874769 | Contract Administrator | $300 |
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 | $7,386 | $50,464-85.4% | $75,784-90.3% | $52,331-85.9% |
| Participation rate | 26.2% | 66.8%-40.6pp | 75.8%-49.6pp | 68.1%-41.9pp |
| Annual return | 0.00% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $575 | $1,988-71.1% | $3,323-82.7% | $1,882-69.4% |
| Participant deferral / active EE | $945 | $2,570-63.2% | $3,652-74.1% | $3,022-68.7% |
| Admin fee / account holder | $82 | $1,103-92.6% | $5,300-98.4% | $592-86.1% |