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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,981 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,006 |
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 | $19,109 | $81,208-76.5% | $98,920-80.7% | $79,856-76.1% |
| Participation rate | 78.8% | 72.5%+6.3pp | 76.0%+2.8pp | 69.6%+9.2pp |
| Annual return | 36.20% | 60.99%-24.8pp | 196.47%-160.3pp | 31.71%+4.5pp |
| Employer contribution / active EE | $1,311 | $1,960-33.1% | $2,689-51.2% | $2,471-46.9% |
| Participant deferral / active EE | $2,802 | $3,265-14.2% | $4,245-34.0% | $3,741-25.1% |
| Admin fee / account holder | $158 | $6,013-97.4% | $6,643-97.6% | $5,306-97.0% |