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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $20,762 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $51,185 | $50,175+2.0% | $99,479-48.5% | $65,186-21.5% |
| Participation rate | 60.4% | 68.4%-8.0pp | 73.8%-13.4pp | 70.2%-9.8pp |
| Annual return | 20.76% | 25.36%-4.6pp | 30.72%-10.0pp | 29.39%-8.6pp |
| Employer contribution / active EE | $1,377 | $1,496-7.9% | $2,540-45.8% | $2,177-36.7% |
| Participant deferral / active EE | $2,739 | $2,748-0.3% | $3,619-24.3% | $3,514-22.1% |
| Admin fee / account holder | $245 | $398-38.3% | $6,253-96.1% | $847-71.0% |