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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,866 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $700 |
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 | $13,293 | $39,819-66.6% | $67,834-80.4% | $57,658-76.9% |
| Participation rate | 9.7% | 61.2%-51.5pp | 68.8%-59.1pp | 70.2%-60.5pp |
| Annual return | 10.97% | 9.19%+1.8pp | 138.47%-127.5pp | 5.13%+5.8pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,403-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $222 | $2,209-89.9% | $3,160-93.0% | $3,061-92.7% |
| Admin fee / account holder | $126 | $84+50.5% | $4,622-97.3% | $95+33.1% |