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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $26,132 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,567 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,683 | $25,165-21.8% | $73,545-73.2% | $77,958-74.8% |
| Participation rate | 10.8% | 36.6%-25.8pp | 54.9%-44.1pp | 71.6%-60.8pp |
| Annual return | 13.07% | 18.12%-5.1pp | -15.16%+28.2pp | 20.87%-7.8pp |
| Employer contribution / active EE | $0 | $395-100.0% | $1,219-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $111 | $898-87.6% | $1,806-93.8% | $3,537-96.9% |
| Admin fee / account holder | $214 | $76+182.1% | $2,320-90.8% | $97+119.4% |