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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,241 |
TAG RESOURCES, LLC1 year Filed as: ADMIN. GROUP, LLC DBA TAG R Service code 15 · EIN 62-1874769 | Recordkeeping | $7,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $8,335 | $65,125-87.2% | $143,797-94.2% | $66,949-87.6% |
| Participation rate | 55.6% | 65.2%-9.6pp | 80.3%-24.8pp | 69.8%-14.3pp |
| Annual return | -16.01% | -11.13%-4.9pp | -0.04%-16.0pp | 1.57%-17.6pp |
| Employer contribution / active EE | $10 | $2,362-99.6% | $4,952-99.8% | $2,545-99.6% |
| Participant deferral / active EE | $1,444 | $2,920-50.6% | $5,638-74.4% | $4,239-65.9% |
| Admin fee / account holder | $119 | $503-76.3% | $14,679-99.2% | $594-79.9% |