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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,605 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,903 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,761 | $51,288-75.1% | $81,982-84.4% | $73,412-82.6% |
| Participation rate | 19.7% | 64.0%-44.3pp | 69.3%-49.6pp | 72.2%-52.5pp |
| Annual return | 19.65% | 29.48%-9.8pp | 41.31%-21.7pp | 59.30%-39.6pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $440 | $2,715-83.8% | $3,722-88.2% | $3,806-88.4% |
| Admin fee / account holder | $77 | $125-38.4% | $5,665-98.6% | $158-51.1% |