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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $85,104 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $31,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,918 | $43,717-70.5% | $81,473-84.1% | $77,958-83.4% |
| Participation rate | 42.6% | 42.5%+0.1pp | 68.0%-25.3pp | 71.6%-29.0pp |
| Annual return | 13.34% | 23.83%-10.5pp | 38.78%-25.4pp | 20.87%-7.5pp |
| Employer contribution / active EE | $2,333 | $919+154.0% | $2,568-9.1% | $2,310+1.0% |
| Participant deferral / active EE | $422 | $1,783-76.3% | $3,537-88.1% | $3,537-88.1% |
| Admin fee / account holder | $143 | $108+32.7% | $4,561-96.9% | $97+47.0% |