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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $16,060 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,492 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,394 | $58,512-68.6% | $84,020-78.1% | $72,983-74.8% |
| Participation rate | 61.5% | 61.2%+0.3pp | 69.0%-7.5pp | 69.5%-7.9pp |
| Annual return | 15.54% | 28.93%-13.4pp | 71.31%-55.8pp | 81.01%-65.5pp |
| Employer contribution / active EE | $698 | $1,163-40.0% | $1,984-64.8% | $2,440-71.4% |
| Participant deferral / active EE | $3,323 | $2,394+38.8% | $3,239+2.6% | $3,608-7.9% |
| Admin fee / account holder | $349 | $4,569-92.4% | $6,101-94.3% | $5,124-93.2% |