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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,611 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,450 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,913 | $70,917-84.6% | $98,920-89.0% | $73,493-85.2% |
| Participation rate | 84.9% | 73.8%+11.1pp | 76.0%+8.9pp | 70.7%+14.2pp |
| Annual return | 18.42% | 34.18%-15.8pp | 196.47%-178.0pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,191 | $2,037-41.5% | $2,689-55.7% | $2,270-47.5% |
| Participant deferral / active EE | $2,197 | $3,501-37.3% | $4,245-48.2% | $3,740-41.3% |
| Admin fee / account holder | $65 | $535-87.9% | $6,643-99.0% | $513-87.4% |