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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,999 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $600 |
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.
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 | $3,739 | $39,859-90.6% | $78,676-95.2% | $57,658-93.5% |
| Participation rate | 10.3% | 66.1%-55.8pp | 73.6%-63.3pp | 70.2%-60.0pp |
| Annual return | 30.27% | 18.96%+11.3pp | 62.19%-31.9pp | 5.13%+25.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,850-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $221 | $2,248-90.2% | $3,517-93.7% | $3,061-92.8% |
| Admin fee / account holder | $55 | $76-27.8% | $4,510-98.8% | $95-41.8% |