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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,920 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,608 | $46,297+46.0% | $71,671-5.7% | $62,293+8.5% |
| Participation rate | 25.6% | 60.6%-35.0pp | 68.7%-43.1pp | 69.5%-43.9pp |
| Annual return | 16.28% | 22.32%-6.0pp | 20.65%-4.4pp | 28.90%-12.6pp |
| Employer contribution / active EE | $618 | $1,412-56.2% | $2,460-74.9% | $2,042-69.8% |
| Participant deferral / active EE | $1,281 | $2,235-42.7% | $3,438-62.7% | $3,169-59.6% |
| Admin fee / account holder | $344 | $461-25.3% | $5,558-93.8% | $479-28.2% |