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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $18,557 |
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,843 |
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 | $64,370 | $42,396+51.8% | $67,313-4.4% | $56,287+14.4% |
| Participation rate | 26.1% | 61.0%-34.9pp | 69.1%-43.0pp | 69.9%-43.8pp |
| Annual return | -7.43% | -36.63%+29.2pp | -4.08%-3.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $666 | $1,414-52.9% | $2,566-74.1% | $2,111-68.5% |
| Participant deferral / active EE | $1,624 | $2,360-31.2% | $3,568-54.5% | $3,350-51.5% |
| Admin fee / account holder | $470 | $510-7.7% | $4,507-89.6% | $521-9.7% |