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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,736 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,707 | $75,832-72.7% | $147,617-86.0% | $59,633-65.3% |
| Participation rate | 53.3% | 71.6%-18.3pp | 84.6%-31.4pp | 68.7%-15.4pp |
| Annual return | -2.12% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $335 | $3,485-90.4% | $5,564-94.0% | $2,203-84.8% |
| Participant deferral / active EE | $1,006 | $3,131-67.9% | $4,895-79.5% | $3,192-68.5% |
| Admin fee / account holder | $236 | $5,986-96.1% | $11,612-98.0% | $4,297-94.5% |