Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,831 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,643 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,846 | $64,286-45.8% | $90,970-61.7% | $73,412-52.5% |
| Participation rate | 25.1% | 63.6%-38.5pp | 69.0%-43.9pp | 72.2%-47.0pp |
| Annual return | 11.11% | 21.46%-10.4pp | 134.58%-123.5pp | 59.30%-48.2pp |
| Employer contribution / active EE | $348 | $895-61.1% | $2,122-83.6% | $2,234-84.4% |
| Participant deferral / active EE | $567 | $2,453-76.9% | $3,373-83.2% | $3,806-85.1% |
| Admin fee / account holder | $176 | $287-38.7% | $5,960-97.0% | $158+11.4% |