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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,626 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,915 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,070 | $55,122+48.9% | $104,639-21.6% | $73,497+11.7% |
| Participation rate | 28.3% | 67.7%-39.4pp | 74.1%-45.8pp | 70.7%-42.4pp |
| Annual return | 12.63% | 24.77%-12.1pp | 340.67%-328.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,682-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $747 | $2,919-74.4% | $3,738-80.0% | $3,740-80.0% |
| Admin fee / account holder | $403 | $423-4.7% | $6,465-93.8% | $513-21.4% |