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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $12,060 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,305 |
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 | $10,950 | $52,961-79.3% | $172,752-93.7% | $65,185-83.2% |
| Participation rate | 52.2% | 66.2%-14.0pp | 82.6%-30.5pp | 70.2%-18.0pp |
| Annual return | 22.14% | 30.12%-8.0pp | 802.97%-780.8pp | 29.38%-7.2pp |
| Employer contribution / active EE | $600 | $2,190-72.6% | $5,144-88.3% | $2,177-72.4% |
| Participant deferral / active EE | $1,164 | $2,471-52.9% | $5,198-77.6% | $3,514-66.9% |
| Admin fee / account holder | $83 | $472-82.4% | $13,955-99.4% | $847-90.2% |