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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $213 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $37 |
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.
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 | $3,391 | $23,224-85.4% | $71,086-95.2% | $55,725-93.9% |
| Participation rate | 3.8% | 37.9%-34.1pp | 54.7%-50.9pp | 70.9%-67.1pp |
| Annual return | 0.00% | -2.87%+2.9pp | 650.59%-650.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $146 | $929-84.2% | $1,874-92.2% | $3,356-95.6% |
| Admin fee / account holder | $15 | $118-87.5% | $3,082-99.5% | $115-87.2% |