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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,777 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,146 |
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 | $3,932 | $63,114-93.8% | $92,909-95.8% | $65,185-94.0% |
| Participation rate | 47.6% | 68.8%-21.2pp | 76.0%-28.4pp | 70.2%-22.6pp |
| Annual return | 23.23% | 28.75%-5.5pp | 109.44%-86.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,074 | $3,108-65.5% | $4,238-74.7% | $3,514-69.4% |
| Admin fee / account holder | $83 | $624-86.7% | $5,795-98.6% | $847-90.2% |