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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,002 |
TAG RESOURCES, LLC1+ years Service code 14 · EIN 62-1874769 | Plan Administrator | $4,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,373 | $46,360-23.7% | $147,617-76.0% | $52,331-32.4% |
| Participation rate | 25.5% | 64.9%-39.4pp | 84.6%-59.1pp | 68.1%-42.6pp |
| Annual return | 1.28% | 1.62%-0.3pp | 61.98%-60.7pp | 4.54%-3.3pp |
| Employer contribution / active EE | $348 | $2,126-83.7% | $5,564-93.8% | $1,882-81.5% |
| Participant deferral / active EE | $468 | $2,258-79.3% | $4,895-90.4% | $3,022-84.5% |
| Admin fee / account holder | $336 | $766-56.1% | $11,612-97.1% | $592-43.2% |