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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,766 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $4,955 | $65,557-92.4% | $105,738-95.3% | $56,287-91.2% |
| Participation rate | 57.3% | 63.4%-6.1pp | 76.3%-19.0pp | 69.9%-12.5pp |
| Annual return | -12.69% | -1.32%-11.4pp | 6.27%-19.0pp | -9.96%-2.7pp |
| Employer contribution / active EE | $806 | $1,788-54.9% | $3,268-75.4% | $2,111-61.8% |
| Participant deferral / active EE | $1,085 | $2,418-55.1% | $4,080-73.4% | $3,350-67.6% |
| Admin fee / account holder | $99 | $561-82.3% | $6,913-98.6% | $521-81.0% |