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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,046 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $12,109 |
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).
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 | $2,908 | $23,224-87.5% | $71,086-95.9% | $55,725-94.8% |
| Participation rate | 40.3% | 37.9%+2.4pp | 54.7%-14.3pp | 70.9%-30.5pp |
| Annual return | -8.82% | -2.87%-6.0pp | 650.59%-659.4pp | 244.93%-253.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $952 | $929+2.5% | $1,874-49.2% | $3,356-71.6% |
| Admin fee / account holder | $60 | $118-49.1% | $3,082-98.1% | $115-47.9% |