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| Provider | Service type | Compensation |
|---|---|---|
CGRPS1 year Service code 15 · EIN 82-4555287 | Recordkeeping | $450 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $192 |
EDWARD JONES1 year Service code 17 41 N UNION STREET · LAMBERTVILLE, NJ 08530 | Pension Consulting | $173 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,004 | $58,895-84.7% | $178,503-95.0% | $73,497-87.7% |
| Participation rate | 19.4% | 66.2%-46.9pp | 81.9%-62.6pp | 70.7%-51.3pp |
| Annual return | 660.89% | 24.86%+636.0pp | 151.12%+509.8pp | 28.51%+632.4pp |
| Employer contribution / active EE | $330 | $2,236-85.2% | $5,011-93.4% | $2,270-85.5% |
| Participant deferral / active EE | $837 | $2,567-67.4% | $5,202-83.9% | $3,740-77.6% |
| Admin fee / account holder | $17 | $400-95.7% | $13,987-99.9% | $513-96.6% |