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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,889 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,250 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $10,930 | $44,059-75.2% | $71,671-84.7% | $69,631-84.3% |
| Participation rate | 11.5% | 60.8%-49.3pp | 68.7%-57.2pp | 70.7%-59.2pp |
| Annual return | 15.00% | 21.97%-7.0pp | 20.65%-5.6pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $260 | $2,370-89.0% | $3,438-92.4% | $3,224-91.9% |
| Admin fee / account holder | $131 | $108+22.0% | $5,558-97.6% | $110+19.0% |