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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,220 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,069 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,613 | $63,114-92.7% | $92,915-95.0% | $65,186-92.9% |
| Participation rate | 91.0% | 68.8%+22.3pp | 76.0%+15.0pp | 70.2%+20.8pp |
| Annual return | 39.94% | 28.75%+11.2pp | 109.45%-69.5pp | 29.39%+10.6pp |
| Employer contribution / active EE | $1,173 | $2,571-54.4% | $3,653-67.9% | $2,177-46.1% |
| Participant deferral / active EE | $2,134 | $3,108-31.3% | $4,238-49.7% | $3,514-39.3% |
| Admin fee / account holder | $54 | $624-91.4% | $5,796-99.1% | $847-93.7% |