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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,016 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $44,278 | $66,302-33.2% | $110,243-59.8% | $56,289-21.3% |
| Participation rate | 34.2% | 74.9%-40.7pp | 79.8%-45.6pp | 69.9%-35.7pp |
| Annual return | -7.34% | -1.18%-6.2pp | 314.76%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $814 | $3,381-75.9% | $4,672-82.6% | $3,350-75.7% |
| Admin fee / account holder | $374 | $698-46.4% | $8,548-95.6% | $521-28.2% |