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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 13 · EIN 36-6071399 | Contract Administrator | $6,111 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $3,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,297 | $39,948-24.2% | $89,435-66.1% | $73,412-58.7% |
| Participation rate | 12.5% | 50.4%-38.0pp | 68.0%-55.5pp | 72.2%-59.7pp |
| Annual return | 16.36% | 50.12%-33.8pp | 245.55%-229.2pp | 59.30%-42.9pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,587-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,128 | $2,193-48.6% | $3,890-71.0% | $3,806-70.4% |
| Admin fee / account holder | $128 | $134-4.4% | $4,884-97.4% | $158-18.7% |