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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $4,660 |
TAG RESOURCES, LLC1+ 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,620 | $27,330-64.8% | $67,704-85.8% | $55,191-82.6% |
| Participation rate | 15.5% | 47.5%-32.0pp | 67.5%-52.0pp | 69.2%-53.7pp |
| Annual return | -1.81% | 8.81%-10.6pp | 25.41%-27.2pp | 10.78%-12.6pp |
| Employer contribution / active EE | $140 | $855-83.6% | $2,559-94.5% | $1,899-92.6% |
| Participant deferral / active EE | $403 | $1,709-76.4% | $3,585-88.8% | $3,046-86.8% |
| Admin fee / account holder | $103 | $109-5.5% | $4,255-97.6% | $91+13.8% |