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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,315 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,629 |
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 | $8,990 | $61,166-85.3% | $185,849-95.2% | $79,391-88.7% |
| Participation rate | 96.1% | 66.6%+29.5pp | 81.7%+14.4pp | 70.7%+25.4pp |
| Annual return | 15.11% | 19.45%-4.3pp | 122.10%-107.0pp | 116.88%-101.8pp |
| Employer contribution / active EE | $2,441 | $2,321+5.2% | $5,169-52.8% | $2,428+0.6% |
| Participant deferral / active EE | $2,938 | $2,789+5.3% | $5,569-47.2% | $4,046-27.4% |
| Admin fee / account holder | $75 | $710-89.5% | $16,244-99.5% | $627-88.1% |