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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $9,514 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,152 |
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 | $12,223 | $46,423-73.7% | $75,900-83.9% | $67,582-81.9% |
| Participation rate | 15.2% | 63.1%-47.8pp | 69.3%-54.0pp | 71.3%-56.0pp |
| Annual return | 19.22% | 32.29%-13.1pp | 30.73%-11.5pp | 378.57%-359.4pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $361 | $2,564-85.9% | $3,604-90.0% | $3,539-89.8% |
| Admin fee / account holder | $120 | $132-9.2% | $5,421-97.8% | $142-16.0% |