Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,721 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,070 | $54,045-88.8% | $115,170-94.7% | $65,185-90.7% |
| Participation rate | 63.7% | 63.5%+0.1pp | 75.9%-12.2pp | 70.2%-6.5pp |
| Annual return | 19.79% | 26.55%-6.8pp | 35.60%-15.8pp | 29.38%-9.6pp |
| Employer contribution / active EE | $842 | $1,653-49.0% | $3,179-73.5% | $2,177-61.3% |
| Participant deferral / active EE | $1,158 | $2,504-53.8% | $4,169-72.2% | $3,514-67.1% |
| Admin fee / account holder | $66 | $626-89.4% | $7,089-99.1% | $847-92.2% |