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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,380 |
Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $10,670 |
Annual investment return 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 | $14,328 | $64,176-77.7% | $112,263-87.2% | $66,949-78.6% |
| Participation rate | 90.0% | 68.4%+21.6pp | 75.1%+14.9pp | 69.8%+20.2pp |
| Annual return | -19.21% | -13.80%-5.4pp | 27.49%-46.7pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,579 | $3,007-47.5% | $3,636-56.6% | $2,545-38.0% |
| Participant deferral / active EE | $3,457 | $3,694-6.4% | $4,729-26.9% | $4,239-18.5% |
| Admin fee / account holder | $168 | $626-73.1% | $6,410-97.4% | $594-71.7% |