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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $22,105 |
VALLEY PENSION SERVICES, INC.2+ years Service code 15 · EIN 77-0513696 | Recordkeeping | $5,310 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $1,665 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $960 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,429 | $44,425-54.0% | $67,834-69.9% | $55,167-63.0% |
| Participation rate | 67.6% | 59.7%+7.9pp | 68.8%-1.2pp | 69.0%-1.4pp |
| Annual return | 9.71% | 17.80%-8.1pp | 138.47%-128.8pp | 169.23%-159.5pp |
| Employer contribution / active EE | $528 | $1,351-60.9% | $2,403-78.0% | $1,963-73.1% |
| Participant deferral / active EE | $2,099 | $2,166-3.1% | $3,160-33.6% | $3,054-31.3% |
| Admin fee / account holder | $305 | $530-42.4% | $4,622-93.4% | $504-39.4% |