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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,056 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $2,713 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,937 | $74,089-81.2% | $133,975-89.6% | $55,167-74.7% |
| Participation rate | 54.1% | 84.3%-30.1pp | 87.1%-32.9pp | 69.0%-14.9pp |
| Annual return | 10.31% | 12.11%-1.8pp | 29.29%-19.0pp | 169.23%-158.9pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,772 | $4,678-40.8% | $6,282-55.9% | $3,054-9.2% |
| Admin fee / account holder | $125 | $458-72.7% | $9,324-98.7% | $504-75.2% |