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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,467 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $7,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,820 | $28,416-90.1% | $73,550-96.2% | $69,631-96.0% |
| Participation rate | 46.9% | 38.3%+8.6pp | 54.9%-8.0pp | 70.7%-23.7pp |
| Annual return | 30.69% | -694.13%+724.8pp | -15.16%+45.9pp | 27571.02%-27540.3pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,134 | $897+26.4% | $1,804-37.1% | $3,224-64.8% |
| Admin fee / account holder | $41 | $104-60.3% | $2,320-98.2% | $110-62.5% |