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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $537 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $1,466 | $38,365-96.2% | $84,628-98.3% | $65,185-97.8% |
| Participation rate | 14.4% | 55.7%-41.2pp | 68.2%-53.8pp | 70.2%-55.8pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.80%-258.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $101 | $2,278-95.6% | $3,900-97.4% | $3,514-97.1% |
| Admin fee / account holder | $18 | $451-96.0% | $4,914-99.6% | $847-97.8% |