Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,564 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $300 |
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 | $13,496 | $54,281-75.1% | $60,547-77.7% | $59,188-77.2% |
| Participation rate | 0.6% | 66.8%-66.1pp | 68.0%-67.3pp | 69.4%-68.8pp |
| Annual return | 5.81% | 1.74%+4.1pp | 335.64%-329.8pp | 5.51%+0.3pp |
| Employer contribution / active EE | $0 | $2,031-100.0% | $2,419-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $27 | $2,789-99.0% | $3,328-99.2% | $3,265-99.2% |
| Admin fee / account holder | $159 | $64+146.7% | $4,536-96.5% | $92+72.5% |