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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $1,719 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,394 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,021 | $65,322-90.8% | $70,476-91.5% | $73,493-91.8% |
| Participation rate | 43.2% | 77.0%-33.7pp | 75.1%-31.9pp | 70.7%-27.5pp |
| Annual return | 0.00% | 15.71%-15.7pp | 109.12%-109.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $763 | $2,460-69.0% | $2,738-72.1% | $2,270-66.4% |
| Participant deferral / active EE | $1,148 | $3,375-66.0% | $3,710-69.1% | $3,740-69.3% |
| Admin fee / account holder | $43 | $214-80.1% | $3,847-98.9% | $513-91.7% |