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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,432 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,520 | $46,732-77.5% | $156,551-93.3% | $55,167-80.9% |
| Participation rate | 16.3% | 65.8%-49.5pp | 84.0%-67.7pp | 69.0%-52.6pp |
| Annual return | 6.57% | 17.72%-11.1pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $487 | $2,105-76.9% | $5,501-91.2% | $1,963-75.2% |
| Participant deferral / active EE | $1,467 | $2,204-33.5% | $4,871-69.9% | $3,054-52.0% |
| Admin fee / account holder | $88 | $418-78.9% | $13,028-99.3% | $504-82.5% |