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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,866 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $656 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,082 | $73,638-44.2% | $95,956-57.2% | $73,493-44.1% |
| Participation rate | 16.1% | 76.2%-60.1pp | 77.1%-61.0pp | 70.7%-54.6pp |
| Annual return | 15.00% | 16.78%-1.8pp | 91.63%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $720 | $3,617-80.1% | $4,167-82.7% | $3,740-80.8% |
| Admin fee / account holder | $168 | $482-65.2% | $6,797-97.5% | $513-67.3% |