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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,422 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $1,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $878 | $46,173-98.1% | $170,442-99.5% | $69,631-98.7% |
| Participation rate | 60.9% | 63.9%-3.0pp | 83.6%-22.7pp | 70.7%-9.8pp |
| Annual return | 18.53% | 21.62%-3.1pp | 205.93%-187.4pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $473 | $2,080-77.3% | $4,939-90.4% | $3,224-85.3% |
| Admin fee / account holder | $32 | $116-72.5% | $13,880-99.8% | $110-71.1% |