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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $15,993 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $10,327 | $47,977-78.5% | $154,108-93.3% | $56,289-81.7% |
| Participation rate | 38.1% | 66.2%-28.0pp | 83.0%-44.9pp | 69.9%-31.7pp |
| Annual return | -6.85% | 3.54%-10.4pp | 735.21%-742.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $615 | $2,169-71.6% | $5,298-88.4% | $2,111-70.8% |
| Participant deferral / active EE | $1,081 | $2,392-54.8% | $5,081-78.7% | $3,350-67.7% |
| Admin fee / account holder | $135 | $438-69.2% | $13,411-99.0% | $521-74.1% |