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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $5,848 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $5,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,385 | $95,416-92.3% | $185,823-96.0% | $85,850-91.4% |
| Participation rate | 61.4% | 68.8%-7.3pp | 81.7%-20.3pp | 69.3%-7.9pp |
| Annual return | 10.83% | 23.59%-12.8pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,311 | $3,314-60.4% | $5,167-74.6% | $2,565-48.9% |
| Participant deferral / active EE | $1,515 | $3,423-55.7% | $5,568-72.8% | $3,952-61.7% |
| Admin fee / account holder | $110 | $7,213-98.5% | $16,237-99.3% | $6,260-98.2% |