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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC6 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,670 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,131 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $430 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,643 | $27,800-83.3% | $58,561-92.1% | $71,511-93.5% |
| Participation rate | 82.1% | 34.6%+47.5pp | 50.9%+31.2pp | 67.9%+14.2pp |
| Annual return | 20.09% | 26.80%-6.7pp | 4251.33%-4231.2pp | 28.86%-8.8pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,295 | $1,208+7.2% | $1,923-32.7% | $4,291-69.8% |
| Admin fee / account holder | $72 | $1,637-95.6% | $2,520-97.2% | $1,588-95.5% |