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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,390 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,729 | $61,605-64.7% | $112,273-80.6% | $75,181-71.1% |
| Participation rate | 61.1% | 61.7%-0.6pp | 72.4%-11.3pp | 67.2%-6.1pp |
| Annual return | 16.90% | 28.47%-11.6pp | 30.23%-13.3pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,349 | $2,015-33.0% | $3,431-60.7% | $2,671-49.5% |
| Participant deferral / active EE | $2,629 | $3,108-15.4% | $4,800-45.2% | $4,126-36.3% |
| Admin fee / account holder | $172 | $4,862-96.5% | $7,752-97.8% | $5,650-96.9% |