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 | $3,504 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,715 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $950 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $2,529 | $65,292-96.1% | $71,671-96.5% | $77,958-96.8% |
| Participation rate | 4.1% | 67.4%-63.3pp | 68.7%-64.6pp | 71.6%-67.5pp |
| Annual return | 56.50% | 21.25%+35.3pp | 20.65%+35.9pp | 20.87%+35.6pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $2,460-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $45 | $3,008-98.5% | $3,438-98.7% | $3,537-98.7% |
| Admin fee / account holder | $41 | $84-51.6% | $5,558-99.3% | $97-58.1% |