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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 | Recordkeeping | $9,275 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,733 |
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 | $13,185 | $94,833-86.1% | $75,714-82.6% | $86,821-84.8% |
| Participation rate | 11.4% | 79.1%-67.7pp | 74.8%-63.5pp | 72.3%-60.9pp |
| Annual return | 27.45% | 16.91%+10.5pp | 104.62%-77.2pp | 97.94%-70.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,744-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $301 | $3,632-91.7% | $3,820-92.1% | $4,132-92.7% |
| Admin fee / account holder | $159 | $109+46.3% | $3,619-95.6% | $170-6.3% |