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 | $19,172 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,850 |
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 | $9,797 | $31,109-68.5% | $67,704-85.5% | $52,331-81.3% |
| Participation rate | 67.5% | 54.0%+13.6pp | 67.5%0pp | 68.1%-0.6pp |
| Annual return | -2.20% | 23.70%-25.9pp | 25.41%-27.6pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,776 | $1,076+158.0% | $2,559+8.5% | $1,882+47.5% |
| Participant deferral / active EE | $144 | $1,970-92.7% | $3,585-96.0% | $3,022-95.2% |
| Admin fee / account holder | $126 | $466-73.0% | $4,255-97.0% | $592-78.7% |