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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,748 |
TAG RESOURCES, LLC2+ years Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 | Recordkeeping | $5,925 |
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 | $26,967 | $46,732-42.3% | $156,551-82.8% | $55,167-51.1% |
| Participation rate | 51.6% | 65.8%-14.2pp | 84.0%-32.4pp | 69.0%-17.4pp |
| Annual return | 7.91% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,477 | $2,105-29.8% | $5,501-73.1% | $1,963-24.7% |
| Participant deferral / active EE | $2,198 | $2,204-0.3% | $4,871-54.9% | $3,054-28.0% |
| Admin fee / account holder | $103 | $418-75.4% | $13,028-99.2% | $504-79.5% |