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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,667 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,950 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,485 | $63,314-91.3% | $91,004-94.0% | $62,293-91.2% |
| Participation rate | 32.8% | 73.3%-40.5pp | 75.6%-42.8pp | 69.5%-36.7pp |
| Annual return | 14.13% | 21.00%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $619 | $2,944-79.0% | $3,548-82.6% | $3,169-80.5% |
| Admin fee / account holder | $87 | $468-81.3% | $5,417-98.4% | $479-81.8% |