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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,809 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $87 |
RPA FINANCIAL, LLC1+ years Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $5 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $1,074 | $86,225-98.8% | $146,647-99.3% | $86,821-98.8% |
| Participation rate | 51.2% | 78.0%-26.8pp | 80.1%-28.9pp | 72.3%-21.1pp |
| Annual return | 0.00% | 31.23%-31.2pp | 22.75%-22.7pp | 97.94%-97.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $4,137-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $549 | $4,245-87.1% | $5,506-90.0% | $4,132-86.7% |
| Admin fee / account holder | $7 | $195-96.5% | $10,281-99.9% | $170-95.9% |