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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,043 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,860 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,604 | $69,305-87.6% | $82,312-89.5% | $69,631-87.6% |
| Participation rate | 59.3% | 80.3%-21.0pp | 76.9%-17.6pp | 70.7%-11.4pp |
| Annual return | 16.89% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $598 | $1,887-68.3% | $2,428-75.4% | $2,032-70.6% |
| Participant deferral / active EE | $783 | $3,568-78.1% | $3,706-78.9% | $3,224-75.7% |
| Admin fee / account holder | $148 | $97+52.6% | $5,608-97.4% | $110+34.2% |