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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,888 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,819 |
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 | $9,447 | $66,319-85.8% | $93,621-89.9% | $65,185-85.5% |
| Participation rate | 86.1% | 74.0%+12.1pp | 75.8%+10.3pp | 70.2%+15.9pp |
| Annual return | 22.53% | 42.59%-20.1pp | 32.76%-10.2pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,197 | $2,013-40.5% | $2,719-56.0% | $2,177-45.0% |
| Participant deferral / active EE | $2,173 | $3,343-35.0% | $4,070-46.6% | $3,514-38.2% |
| Admin fee / account holder | $101 | $6,900-98.5% | $7,890-98.7% | $847-88.1% |