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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,968 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,558 |
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 | $58,434 | $45,825+27.5% | $90,657-35.5% | $56,289+3.8% |
| Participation rate | 31.1% | 66.7%-35.6pp | 74.0%-42.9pp | 69.9%-38.8pp |
| Annual return | -7.47% | 38.64%-46.1pp | 1.89%-9.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $846 | $2,562-67.0% | $3,424-75.3% | $3,350-74.7% |
| Admin fee / account holder | $399 | $413-3.4% | $4,994-92.0% | $521-23.5% |