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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,611 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $400 |
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 | $57,114 | $52,967+7.8% | $172,753-66.9% | $65,186-12.4% |
| Participation rate | 11.7% | 66.2%-54.5pp | 82.6%-70.9pp | 70.2%-58.5pp |
| Annual return | 21.35% | 30.12%-8.8pp | 803.00%-781.7pp | 29.39%-8.0pp |
| Employer contribution / active EE | $329 | $2,190-85.0% | $5,144-93.6% | $2,177-84.9% |
| Participant deferral / active EE | $664 | $2,471-73.1% | $5,198-87.2% | $3,514-81.1% |
| Admin fee / account holder | $188 | $472-60.1% | $13,956-98.7% | $847-77.8% |