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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $45,553 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $21,296 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,176 | $82,205-7.3% | $85,705-11.1% | - |
| Participation rate | 55.6% | 67.0%-11.4pp | 69.9%-14.3pp | - |
| Annual return | 9.69% | 9.59%+0.1pp | 21.49%-11.8pp | - |
| Employer contribution / active EE | $969 | $2,284-57.6% | $2,619-63.0% | - |
| Participant deferral / active EE | $2,972 | $3,593-17.3% | $3,924-24.3% | - |
| Admin fee / account holder | $846 | $16,840-95.0% | $6,877-87.7% | - |