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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $10,420 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $7,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,540 | $61,052-56.5% | $142,898-81.4% | $79,391-66.6% |
| Participation rate | 73.8% | 60.1%+13.6pp | 72.0%+1.8pp | 70.7%+3.0pp |
| Annual return | 0.00% | 16.02%-16.0pp | 5639.64%-5639.6pp | 116.88%-116.9pp |
| Employer contribution / active EE | $3,133 | $1,481+111.6% | $4,146-24.4% | $2,428+29.0% |
| Participant deferral / active EE | $7,383 | $2,879+156.4% | $3,838+92.3% | $4,046+82.5% |
| Admin fee / account holder | $142 | $659-78.5% | $6,560-97.8% | $627-77.4% |