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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,425 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $4,150 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,899 | $89,739-82.3% | $149,721-89.4% | $62,293-74.5% |
| Participation rate | 72.8% | 85.1%-12.3pp | 87.1%-14.3pp | 69.5%+3.3pp |
| Annual return | 22.05% | 21.01%+1.0pp | 1501.67%-1479.6pp | 28.90%-6.9pp |
| Employer contribution / active EE | $907 | $3,233-72.0% | $5,444-83.3% | $2,042-55.6% |
| Participant deferral / active EE | $3,433 | $4,797-28.4% | $6,568-47.7% | $3,169+8.3% |
| Admin fee / account holder | $116 | $551-79.0% | $11,282-99.0% | $479-75.8% |