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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,428 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,213 |
Filed as: CALIFORNIA CRAFT BREWERS Service code 17 · EIN 94-3138723 | Pension Consulting | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,456 | $66,431-37.6% | $109,916-62.3% | $85,851-51.7% |
| Participation rate | 31.2% | 63.9%-32.7pp | 74.2%-43.0pp | 69.3%-38.1pp |
| Annual return | 12.05% | 19.59%-7.5pp | 29.46%-17.4pp | 318.63%-306.6pp |
| Employer contribution / active EE | $1,046 | $1,688-38.0% | $2,844-63.2% | $2,565-59.2% |
| Participant deferral / active EE | $1,733 | $2,844-39.1% | $4,047-57.2% | $3,952-56.2% |
| Admin fee / account holder | $431 | $4,559-90.5% | $6,069-92.9% | $6,261-93.1% |