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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,394 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,085 | $64,909-93.7% | $82,312-95.0% | $62,293-93.4% |
| Participation rate | 68.1% | 74.9%-6.8pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 33.16% | 21.18%+12.0pp | 25.88%+7.3pp | 28.90%+4.3pp |
| Employer contribution / active EE | $896 | $1,676-46.6% | $2,428-63.1% | $2,042-56.1% |
| Participant deferral / active EE | $1,835 | $3,103-40.9% | $3,706-50.5% | $3,169-42.1% |
| Admin fee / account holder | $64 | $440-85.6% | $5,608-98.9% | $479-86.8% |