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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,932 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,790 |
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 | $16,121 | $58,347-72.4% | $85,709-81.2% | $86,821-81.4% |
| Participation rate | 19.3% | 64.9%-45.6pp | 69.9%-50.5pp | 72.3%-53.0pp |
| Annual return | 12.65% | 18.43%-5.8pp | 21.49%-8.8pp | 97.94%-85.3pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,619-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $508 | $3,065-83.4% | $3,924-87.0% | $4,132-87.7% |
| Admin fee / account holder | $152 | $147+3.1% | $6,876-97.8% | $170-10.3% |