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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,716 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,950 |
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.
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 | $15,614 | $66,302-76.4% | $110,243-85.8% | $56,289-72.3% |
| Participation rate | 48.2% | 74.9%-26.7pp | 79.8%-31.6pp | 69.9%-21.7pp |
| Annual return | -5.82% | -1.18%-4.6pp | 314.76%-320.6pp | -9.96%+4.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,202 | $3,381-64.5% | $4,672-74.3% | $3,350-64.1% |
| Admin fee / account holder | $155 | $698-77.8% | $8,548-98.2% | $521-70.2% |