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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $15,498 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,000 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,514 | $64,909-77.6% | $82,312-82.4% | $62,293-76.7% |
| Participation rate | 67.8% | 74.9%-7.1pp | 76.9%-9.1pp | 69.5%-1.8pp |
| Annual return | 16.40% | 21.18%-4.8pp | 25.88%-9.5pp | 28.90%-12.5pp |
| Employer contribution / active EE | $871 | $1,676-48.0% | $2,428-64.1% | $2,042-57.3% |
| Participant deferral / active EE | $1,246 | $3,103-59.8% | $3,706-66.4% | $3,169-60.7% |
| Admin fee / account holder | $139 | $440-68.5% | $5,608-97.5% | $479-71.1% |