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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $132,965 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $38,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,041 | $131,734-55.2% | $93,786-37.0% | $64,824-8.9% |
| Participation rate | 61.9% | 85.5%-23.6pp | 81.0%-19.1pp | 71.5%-9.6pp |
| Annual return | -15.49% | -14.04%-1.5pp | -11.32%-4.2pp | 32.84%-48.3pp |
| Employer contribution / active EE | $2,329 | $5,643-58.7% | $4,328-46.2% | $2,507-7.1% |
| Participant deferral / active EE | $4,667 | $8,135-42.6% | $6,100-23.5% | $4,311+8.2% |
| Admin fee / account holder | $595 | $141+321.2% | $7,184-91.7% | $188+216.9% |