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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989871 | Recordkeeping | $9,553 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $600 |
Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,252 | $25,723+33.2% | $69,182-50.5% | $55,167-37.9% |
| Participation rate | 6.2% | 39.4%-33.2pp | 55.1%-48.9pp | 69.0%-62.8pp |
| Annual return | -47.63% | 9.56%-57.2pp | -21.93%-25.7pp | 169.23%-216.9pp |
| Employer contribution / active EE | $220 | $480-54.3% | $1,206-81.8% | $1,963-88.8% |
| Participant deferral / active EE | $512 | $963-46.8% | $1,897-73.0% | $3,054-83.2% |
| Admin fee / account holder | $483 | $365+32.6% | $2,697-82.1% | $504-4.1% |