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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,107 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,088 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $74 |
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 | $3,431 | $39,286-91.3% | $80,741-95.8% | $79,393-95.7% |
| Participation rate | 80.2% | 41.0%+39.3pp | 54.2%+26.1pp | 70.7%+9.5pp |
| Annual return | 12.56% | 98.95%-86.4pp | 87.30%-74.7pp | 116.87%-104.3pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,124 | $1,264-11.1% | $2,145-47.6% | $4,046-72.2% |
| Admin fee / account holder | $85 | $647-86.8% | $3,380-97.5% | $627-86.4% |