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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $31,460 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,330 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,872 | $60,488+48.6% | $109,916-18.2% | $79,389+13.2% |
| Participation rate | 29.1% | 67.0%-37.9pp | 74.2%-45.1pp | 70.7%-41.6pp |
| Annual return | 9.88% | 189.57%-179.7pp | 29.46%-19.6pp | 116.89%-107.0pp |
| Employer contribution / active EE | $0 | $1,649-100.0% | $2,844-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $751 | $3,220-76.7% | $4,047-81.4% | $4,046-81.4% |
| Admin fee / account holder | $949 | $605+56.9% | $6,069-84.4% | $626+51.4% |