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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $23,817 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,900 |
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 | $9,815 | $32,425-69.7% | $74,577-86.8% | $55,167-82.2% |
| Participation rate | 59.0% | 54.0%+5.0pp | 68.1%-9.1pp | 69.0%-10.0pp |
| Annual return | 7.11% | 10.63%-3.5pp | 20.47%-13.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,382 | $1,043+415.8% | $2,525+113.2% | $1,963+174.3% |
| Participant deferral / active EE | $222 | $1,995-88.8% | $3,458-93.6% | $3,054-92.7% |
| Admin fee / account holder | $139 | $748-81.5% | $4,138-96.6% | $504-72.5% |