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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,470 |
Filed as: FIDELITY INVESTMENTS INT. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $16,569 |
TAG RESOURCES, LLC1 year Filed as: ADMIN . GROUP , LLC DBA TAG RESOURC Service code 15 · EIN 62-1874769 | Recordkeeping | $13,603 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,464 | $50,919-59.8% | $155,556-86.8% | $77,762-73.7% |
| Participation rate | 91.7% | 63.1%+28.6pp | 78.2%+13.5pp | 70.6%+21.1pp |
| Annual return | 19.10% | 34.84%-15.7pp | 64.84%-45.7pp | 31.27%-12.2pp |
| Employer contribution / active EE | $948 | $1,991-52.4% | $4,675-79.7% | $2,728-65.2% |
| Participant deferral / active EE | $3,893 | $2,824+37.8% | $5,631-30.9% | $4,651-16.3% |
| Admin fee / account holder | $165 | $437-62.1% | $15,885-99.0% | $433-61.8% |