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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,332 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $1,666 |
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.
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 | $5,250 | $28,109-81.3% | $71,089-92.6% | $56,289-90.7% |
| Participation rate | 48.0% | 40.4%+7.6pp | 54.6%-6.6pp | 69.9%-21.9pp |
| Annual return | 10.71% | -615.05%+625.8pp | 650.65%-639.9pp | -9.96%+20.7pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,659 | $1,116+48.7% | $1,873-11.4% | $3,350-50.5% |
| Admin fee / account holder | $44 | $585-92.5% | $3,082-98.6% | $521-91.6% |