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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $14,775 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $10,947 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,397 | $59,584-10.4% | $86,868-38.5% | $79,393-32.7% |
| Participation rate | 22.6% | 67.7%-45.1pp | 71.6%-49.1pp | 70.7%-48.2pp |
| Annual return | 10.80% | 23.15%-12.4pp | 63.53%-52.7pp | 116.87%-106.1pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $338 | $3,036-88.9% | $3,699-90.9% | $4,046-91.6% |
| Admin fee / account holder | $443 | $604-26.6% | $5,829-92.4% | $627-29.2% |