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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $13,674 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,456 |
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 | $4,896 | $25,302-80.6% | $74,722-93.4% | $67,579-92.8% |
| Participation rate | 31.8% | 37.8%-6.1pp | 54.5%-22.7pp | 71.3%-39.5pp |
| Annual return | 28.21% | 10291.17%-10263.0pp | 753.11%-724.9pp | 378.56%-350.3pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $899 | $954-5.8% | $1,963-54.2% | $3,539-74.6% |
| Admin fee / account holder | $50 | $108-53.2% | $3,335-98.5% | $142-64.6% |