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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,065 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,034 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,725 | $58,888-35.9% | $178,499-78.9% | $73,493-48.7% |
| Participation rate | 23.7% | 66.2%-42.6pp | 81.9%-58.3pp | 70.7%-47.0pp |
| Annual return | 24.02% | 24.86%-0.8pp | 151.10%-127.1pp | 28.51%-4.5pp |
| Employer contribution / active EE | $662 | $2,236-70.4% | $5,011-86.8% | $2,270-70.8% |
| Participant deferral / active EE | $1,425 | $2,568-44.5% | $5,202-72.6% | $3,740-61.9% |
| Admin fee / account holder | $134 | $400-66.6% | $13,986-99.0% | $513-73.9% |