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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $20,569 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,850 | $75,183-63.0% | $123,894-77.5% | $55,167-49.5% |
| Participation rate | 54.3% | 72.8%-18.6pp | 81.4%-27.1pp | 69.0%-14.7pp |
| Annual return | 7.29% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,004 | $2,823-64.4% | $4,617-78.3% | $1,963-48.8% |
| Participant deferral / active EE | $3,430 | $5,084-32.5% | $5,984-42.7% | $3,054+12.3% |
| Admin fee / account holder | $165 | $663-75.1% | $8,357-98.0% | $504-67.2% |