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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,047 |
TAG RESOURCES, LLC1+ years Filed as: TAG RESOURCES LLC Service code 14 · EIN 62-1874769 | Plan Administrator | $5,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,046 | $46,360-48.1% | $147,617-83.7% | $52,331-54.1% |
| Participation rate | 48.4% | 64.9%-16.5pp | 84.6%-36.2pp | 68.1%-19.7pp |
| Annual return | 0.16% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,417 | $2,126-33.4% | $5,565-74.5% | $1,882-24.7% |
| Participant deferral / active EE | $2,006 | $2,258-11.1% | $4,895-59.0% | $3,022-33.6% |
| Admin fee / account holder | $151 | $766-80.3% | $11,611-98.7% | $592-74.5% |