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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,765 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $7,412 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $6,066 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,477 | $40,174-14.2% | $84,021-59.0% | $67,579-49.0% |
| Participation rate | 26.6% | 62.7%-36.0pp | 69.0%-42.4pp | 71.3%-44.6pp |
| Annual return | 17.46% | 25.82%-8.4pp | 71.32%-53.9pp | 378.56%-361.1pp |
| Employer contribution / active EE | $348 | $808-56.9% | $1,984-82.4% | $2,148-83.8% |
| Participant deferral / active EE | $610 | $2,301-73.5% | $3,239-81.2% | $3,539-82.8% |
| Admin fee / account holder | $238 | $128+85.5% | $6,102-96.1% | $142+67.3% |