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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,566 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,825 |
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.
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 | $44,070 | $89,652-50.8% | $141,191-68.8% | $65,185-32.4% |
| Participation rate | 33.0% | 74.7%-41.7pp | 82.5%-49.4pp | 70.2%-37.2pp |
| Annual return | 26.08% | 32.79%-6.7pp | 71.41%-45.3pp | 29.38%-3.3pp |
| Employer contribution / active EE | $921 | $3,065-69.9% | $4,736-80.5% | $2,177-57.7% |
| Participant deferral / active EE | $2,370 | $5,691-58.4% | $6,710-64.7% | $3,514-32.5% |
| Admin fee / account holder | $192 | $569-66.3% | $10,264-98.1% | $847-77.4% |