Filed March 26, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,118 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,659 | $50,464-67.0% | $75,782-78.0% | $52,331-68.2% |
| Participation rate | 54.3% | 66.8%-12.5pp | 75.8%-21.5pp | 68.1%-13.8pp |
| Annual return | -2.01% | 1.03%-3.0pp | 9.68%-11.7pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,235 | $1,988-37.9% | $3,323-62.8% | $1,882-34.4% |
| Participant deferral / active EE | $2,154 | $2,570-16.2% | $3,652-41.0% | $3,022-28.7% |
| Admin fee / account holder | $151 | $1,103-86.3% | $5,300-97.2% | $592-74.5% |