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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,915 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,557 |
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.)
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 | $29,631 | $28,109+5.4% | $71,086-58.3% | $56,287-47.4% |
| Participation rate | 7.4% | 40.4%-33.0pp | 54.7%-47.2pp | 69.9%-62.4pp |
| Annual return | -5.58% | -615.05%+609.5pp | 650.59%-656.2pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $311 | $1,116-72.1% | $1,874-83.4% | $3,350-90.7% |
| Admin fee / account holder | $451 | $585-23.0% | $3,082-85.4% | $521-13.5% |