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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $5,620 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,662 |
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.
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 | $3,708 | $43,133-91.4% | $89,414-95.9% | $73,493-95.0% |
| Participation rate | 10.1% | 55.0%-44.8pp | 68.0%-57.9pp | 70.7%-60.6pp |
| Annual return | 28.94% | 135.66%-106.7pp | 245.50%-216.6pp | 28.51%+0.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $325 | $2,445-86.7% | $3,890-91.6% | $3,740-91.3% |
| Admin fee / account holder | $197 | $444-55.6% | $4,883-96.0% | $513-61.6% |