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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,754 |
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,585 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,639 | $93,182-70.3% | $146,647-81.2% | $79,389-65.2% |
| Participation rate | 48.4% | 76.4%-28.0pp | 80.1%-31.7pp | 70.7%-22.3pp |
| Annual return | 9.96% | 21.61%-11.7pp | 22.75%-12.8pp | 116.89%-106.9pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,243 | $4,169-70.2% | $5,506-77.4% | $4,046-69.3% |
| Admin fee / account holder | $311 | $585-46.8% | $10,281-97.0% | $626-50.3% |