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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $8,491 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,770 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,731 | $56,095-73.7% | $178,503-91.7% | $90,274-83.7% |
| Participation rate | 12.5% | 65.6%-53.0pp | 81.9%-69.4pp | 73.4%-60.8pp |
| Annual return | 24.31% | 28.81%-4.5pp | 151.12%-126.8pp | 53.97%-29.7pp |
| Employer contribution / active EE | $226 | $1,572-85.6% | $5,011-95.5% | $2,523-91.0% |
| Participant deferral / active EE | $475 | $2,669-82.2% | $5,202-90.9% | $4,231-88.8% |
| Admin fee / account holder | $83 | $101-17.6% | $13,987-99.4% | $114-27.3% |