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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 37919 | Recordkeeping | $5,132 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 4333 EDGEWOOD ROAD NE · GRAND RAPIDS, IA 52499 | Recordkeeping | $3,416 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,011 | $84,948-90.6% | $70,449-88.6% | $73,409-89.1% |
| Participation rate | 14.3% | 79.9%-65.6pp | 75.1%-60.7pp | 72.2%-57.9pp |
| Annual return | 18.76% | 13.39%+5.4pp | 109.03%-90.3pp | 59.29%-40.5pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $251 | $3,387-92.6% | $3,709-93.2% | $3,805-93.4% |
| Admin fee / account holder | $62 | $98-36.4% | $3,845-98.4% | $158-60.5% |