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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $13,967 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $7,448 | $55,453-86.6% | $170,435-95.6% | $62,293-88.0% |
| Participation rate | 35.1% | 66.4%-31.3pp | 83.6%-48.5pp | 69.5%-34.5pp |
| Annual return | 15.96% | 21.38%-5.4pp | 205.94%-190.0pp | 28.90%-12.9pp |
| Employer contribution / active EE | $221 | $2,164-89.8% | $5,432-95.9% | $2,042-89.2% |
| Participant deferral / active EE | $962 | $2,303-58.2% | $4,939-80.5% | $3,169-69.6% |
| Admin fee / account holder | $81 | $455-82.2% | $13,881-99.4% | $479-83.1% |