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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $61,387 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $42,827 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,424 | $39,948-51.4% | $89,435-78.3% | $73,412-73.5% |
| Participation rate | 64.0% | 50.4%+13.6pp | 68.0%-4.0pp | 72.2%-8.2pp |
| Annual return | 12.45% | 50.12%-37.7pp | 245.55%-233.1pp | 59.30%-46.8pp |
| Employer contribution / active EE | $3,127 | $1,200+160.6% | $2,587+20.9% | $2,234+40.0% |
| Participant deferral / active EE | $1,375 | $2,193-37.3% | $3,890-64.6% | $3,806-63.9% |
| Admin fee / account holder | $154 | $134+14.5% | $4,884-96.9% | $158-2.6% |