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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,556 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,850 |
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.
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 | $9,687 | $56,640-82.9% | $80,977-88.0% | $57,658-83.2% |
| Participation rate | 64.4% | 75.9%-11.5pp | 75.8%-11.4pp | 70.2%-5.8pp |
| Annual return | 26.65% | 19.97%+6.7pp | 17.11%+9.5pp | 5.13%+21.5pp |
| Employer contribution / active EE | $469 | $2,085-77.5% | $3,715-87.4% | $1,974-76.2% |
| Participant deferral / active EE | $1,917 | $4,944-61.2% | $5,696-66.3% | $3,061-37.4% |
| Admin fee / account holder | $83 | $87-4.6% | $5,517-98.5% | $95-12.1% |