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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,387 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $25,643 | $50,175-48.9% | $99,479-74.2% | $65,186-60.7% |
| Participation rate | 32.3% | 68.4%-36.1pp | 73.8%-41.6pp | 70.2%-37.9pp |
| Annual return | 29.26% | 25.36%+3.9pp | 30.72%-1.5pp | 29.39%-0.1pp |
| Employer contribution / active EE | $910 | $1,496-39.1% | $2,540-64.2% | $2,177-58.2% |
| Participant deferral / active EE | $1,548 | $2,748-43.7% | $3,619-57.2% | $3,514-55.9% |
| Admin fee / account holder | $109 | $398-72.6% | $6,253-98.3% | $847-87.1% |