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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSMAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,514 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $2,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,263 | $57,352-56.0% | $83,831-69.9% | $64,173-60.6% |
| Participation rate | 47.4% | 68.6%-21.2pp | 76.1%-28.7pp | 69.6%-22.1pp |
| Annual return | -10.62% | 11.38%-22.0pp | 850.99%-861.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $379 | $2,546-85.1% | $3,631-89.6% | $2,381-84.1% |
| Participant deferral / active EE | $3,144 | $2,993+5.0% | $4,082-23.0% | $3,470-9.4% |
| Admin fee / account holder | $194 | $4,046-95.2% | $5,479-96.5% | $4,887-96.0% |