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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,820 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,323 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,602 | $58,093-88.6% | $80,022-91.8% | $56,287-88.3% |
| Participation rate | 83.3% | 73.6%+9.7pp | 75.8%+7.5pp | 69.9%+13.5pp |
| Annual return | -10.97% | 34.63%-45.6pp | 11.22%-22.2pp | -9.96%-1.0pp |
| Employer contribution / active EE | $1,416 | $1,933-26.7% | $2,468-42.6% | $2,111-32.9% |
| Participant deferral / active EE | $2,396 | $3,136-23.6% | $3,686-35.0% | $3,350-28.5% |
| Admin fee / account holder | $62 | $623-90.0% | $6,521-99.0% | $521-88.0% |