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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $11,684 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,709 |
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 | $20,520 | $65,027-68.4% | $90,970-77.4% | $79,852-74.3% |
| Participation rate | 67.1% | 61.6%+5.5pp | 69.0%-2.0pp | 69.6%-2.6pp |
| Annual return | 9.66% | 30.45%-20.8pp | 134.58%-124.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $623 | $1,247-50.0% | $2,122-70.6% | $2,471-74.8% |
| Participant deferral / active EE | $2,271 | $2,512-9.6% | $3,373-32.7% | $3,740-39.3% |
| Admin fee / account holder | $183 | $4,535-96.0% | $5,960-96.9% | $5,306-96.5% |