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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,947 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,350 |
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 | $12,440 | $65,703-81.1% | $94,228-86.8% | $59,633-79.1% |
| Participation rate | 58.1% | 72.1%-14.1pp | 78.8%-20.7pp | 68.7%-10.6pp |
| Annual return | -2.28% | 5.22%-7.5pp | 10.68%-13.0pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $863 | $2,021-57.3% | $3,587-76.0% | $2,203-60.8% |
| Participant deferral / active EE | $1,317 | $3,143-58.1% | $4,320-69.5% | $3,192-58.7% |
| Admin fee / account holder | $146 | $4,264-96.6% | $6,269-97.7% | $4,297-96.6% |