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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $8,543 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,976 | $47,977-25.0% | $154,108-76.7% | $56,289-36.1% |
| Participation rate | 22.4% | 66.2%-43.7pp | 83.0%-60.6pp | 69.9%-47.4pp |
| Annual return | -7.63% | 3.54%-11.2pp | 735.21%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $311 | $2,169-85.7% | $5,298-94.1% | $2,111-85.3% |
| Participant deferral / active EE | $1,751 | $2,392-26.8% | $5,081-65.5% | $3,350-47.7% |
| Admin fee / account holder | $235 | $438-46.3% | $13,411-98.2% | $521-54.8% |