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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,968 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,449 | $55,122-39.3% | $104,639-68.0% | $73,497-54.5% |
| Participation rate | 32.1% | 67.7%-35.6pp | 74.1%-42.0pp | 70.7%-38.6pp |
| Annual return | 18.28% | 24.77%-6.5pp | 340.67%-322.4pp | 28.51%-10.2pp |
| Employer contribution / active EE | $961 | $1,464-34.4% | $2,682-64.2% | $2,270-57.7% |
| Participant deferral / active EE | $2,005 | $2,919-31.3% | $3,738-46.4% | $3,740-46.4% |
| Admin fee / account holder | $182 | $423-57.0% | $6,465-97.2% | $513-64.6% |