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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $4,237 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $2,747 |
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 | $9,669 | $58,895-83.6% | $178,503-94.6% | $73,497-86.8% |
| Participation rate | 79.5% | 66.2%+13.3pp | 81.9%-2.4pp | 70.7%+8.9pp |
| Annual return | 40.97% | 24.86%+16.1pp | 151.12%-110.2pp | 28.51%+12.5pp |
| Employer contribution / active EE | $749 | $2,236-66.5% | $5,011-85.0% | $2,270-67.0% |
| Participant deferral / active EE | $2,270 | $2,567-11.6% | $5,202-56.4% | $3,740-39.3% |
| Admin fee / account holder | $48 | $400-88.0% | $13,987-99.7% | $513-90.6% |