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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,295 |
TAG RESOURCES, LLC2 years Filed as: ADMIN. GROUP, LLC DBA TAG R Service code 15 · EIN 62-1874769 | Recordkeeping | $8,573 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,312 | $61,356-84.8% | $149,696-93.8% | $71,511-87.0% |
| Participation rate | 65.5% | 62.5%+3.0pp | 78.8%-13.3pp | 67.9%-2.4pp |
| Annual return | 11.32% | 35.86%-24.5pp | 134.46%-123.1pp | 28.86%-17.5pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,510 | $2,920-48.3% | $5,682-73.4% | $4,291-64.8% |
| Admin fee / account holder | $150 | $1,263-88.1% | $13,212-98.9% | $1,588-90.5% |