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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $18,393 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,699 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,017 | $35,986-80.5% | $77,513-90.9% | $73,493-90.5% |
| Participation rate | 24.6% | 40.8%-16.2pp | 54.2%-29.5pp | 70.7%-46.0pp |
| Annual return | 12.80% | 19.26%-6.5pp | 54.81%-42.0pp | 28.51%-15.7pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $940 | $1,198-21.5% | $1,861-49.5% | $3,740-74.9% |
| Admin fee / account holder | $86 | $466-81.6% | $2,859-97.0% | $513-83.3% |