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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $33,134 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $20,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,242 | $56,540-25.3% | $185,851-77.3% | $86,821-51.3% |
| Participation rate | 41.4% | 65.5%-24.1pp | 81.7%-40.3pp | 72.3%-30.9pp |
| Annual return | 11.78% | 118.20%-106.4pp | 122.11%-110.3pp | 97.94%-86.2pp |
| Employer contribution / active EE | $106 | $1,844-94.3% | $5,168-98.0% | $2,406-95.6% |
| Participant deferral / active EE | $1,452 | $2,555-43.2% | $5,569-73.9% | $4,132-64.9% |
| Admin fee / account holder | $316 | $150+111.0% | $16,245-98.1% | $170+86.2% |