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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $957 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $116 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220 | $28,109-99.2% | $71,089-99.7% | $56,289-99.6% |
| Participation rate | 72.5% | 40.4%+32.1pp | 54.6%+17.9pp | 69.9%+2.7pp |
| Annual return | 0.00% | -615.05%+615.1pp | 650.65%-650.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $558-100.0% | $1,088-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $178 | $1,116-84.0% | $1,873-90.5% | $3,350-94.7% |
| Admin fee / account holder | $7 | $585-98.8% | $3,082-99.8% | $521-98.6% |