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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,719 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $13,116 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,488 | $42,383-65.8% | $76,518-81.1% | $64,173-77.4% |
| Participation rate | 72.9% | 58.1%+14.8pp | 68.0%+4.9pp | 69.6%+3.3pp |
| Annual return | -6.37% | -16.54%+10.2pp | -0.27%-6.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,561 | $1,563+191.8% | $2,647+72.3% | $2,381+91.6% |
| Participant deferral / active EE | $360 | $2,566-86.0% | $3,836-90.6% | $3,470-89.6% |
| Admin fee / account holder | $204 | $3,198-93.6% | $4,849-95.8% | $4,887-95.8% |