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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $21,515 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,913 |
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 | $70,755 | $50,175+41.0% | $99,479-28.9% | $65,186+8.5% |
| Participation rate | 27.6% | 68.4%-40.9pp | 73.8%-46.3pp | 70.2%-42.6pp |
| Annual return | 18.72% | 25.36%-6.6pp | 30.72%-12.0pp | 29.39%-10.7pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $845 | $2,748-69.3% | $3,619-76.7% | $3,514-76.0% |
| Admin fee / account holder | $459 | $398+15.6% | $6,253-92.7% | $847-45.8% |