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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,375 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $571 |
Employer 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 | $15,584 | $66,813-76.7% | $100,535-84.5% | $73,497-78.8% |
| Participation rate | 88.2% | 77.5%+10.8pp | 79.4%+8.8pp | 70.7%+17.6pp |
| Annual return | 75.89% | 25.70%+50.2pp | 30.90%+45.0pp | 28.51%+47.4pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,419-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,341 | $5,883+58.8% | $6,271+48.9% | $3,740+149.8% |
| Admin fee / account holder | $18 | $512-96.4% | $8,085-99.8% | $513-96.5% |