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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,696 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $2,499 |
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 | $9,245 | $41,647-77.8% | $96,161-90.4% | $86,813-89.4% |
| Participation rate | 8.8% | 50.3%-41.5pp | 68.4%-59.7pp | 72.3%-63.5pp |
| Annual return | 69.72% | 27.24%+42.5pp | 192.01%-122.3pp | 97.93%-28.2pp |
| Employer contribution / active EE | $0 | $1,328-100.0% | $2,798-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $274 | $2,412-88.6% | $4,349-93.7% | $4,131-93.4% |
| Admin fee / account holder | $168 | $169-1.1% | $5,538-97.0% | $170-1.2% |