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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,161 |
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,365 | $61,156-86.3% | $185,823-95.5% | $79,386-89.5% |
| Participation rate | 58.8% | 66.6%-7.8pp | 81.7%-22.9pp | 70.7%-11.9pp |
| Annual return | 9.96% | 19.45%-9.5pp | 122.05%-112.1pp | 116.85%-106.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,324 | $2,789-52.5% | $5,568-76.2% | $4,046-67.3% |
| Admin fee / account holder | $120 | $710-83.0% | $16,237-99.3% | $626-80.8% |