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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,504 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,227 |
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.)
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 | $56,030 | $47,448+18.1% | $94,993-41.0% | $62,293-10.1% |
| Participation rate | 30.9% | 66.5%-35.6pp | 73.9%-42.9pp | 69.5%-38.6pp |
| Annual return | 0.00% | 22.64%-22.6pp | 27.14%-27.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $1,300-100.0% | $2,603-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $873 | $2,375-63.2% | $3,317-73.7% | $3,169-72.5% |
| Admin fee / account holder | $335 | $434-23.0% | $4,960-93.3% | $479-30.2% |