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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC5 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,965 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,341 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $323 |
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 | $3,804 | $26,549-85.7% | $61,452-93.8% | $66,938-94.3% |
| Participation rate | 79.6% | 38.1%+41.5pp | 52.6%+27.0pp | 69.8%+9.8pp |
| Annual return | -19.28% | -16.21%-3.1pp | 338.96%-358.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,292 | $1,338-3.4% | $2,125-39.2% | $4,238-69.5% |
| Admin fee / account holder | $82 | $409-80.0% | $2,131-96.2% | $594-86.2% |