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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $36,466 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $17,125 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,279 | $174,559-70.1% | $105,387-50.4% | $67,582-22.6% |
| Participation rate | 63.9% | 88.2%-24.3pp | 82.6%-18.7pp | 71.3%-7.4pp |
| Annual return | 20.38% | 23.63%-3.2pp | 26.82%-6.4pp | 378.57%-358.2pp |
| Employer contribution / active EE | $1,920 | $4,874-60.6% | $4,213-54.4% | $2,148-10.6% |
| Participant deferral / active EE | $3,558 | $7,563-53.0% | $5,502-35.3% | $3,539+0.5% |
| Admin fee / account holder | $219 | $270-19.1% | $6,559-96.7% | $142+53.7% |