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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $16,329 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $8,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,956 | $104,497-77.1% | $159,487-85.0% | $79,389-69.8% |
| Participation rate | 78.1% | 76.6%+1.5pp | 82.8%-4.7pp | 70.7%+7.4pp |
| Annual return | 21.11% | 67.98%-46.9pp | 263.71%-242.6pp | 116.89%-95.8pp |
| Employer contribution / active EE | $1,557 | $3,418-54.4% | $4,831-67.8% | $2,428-35.9% |
| Participant deferral / active EE | $3,599 | $6,468-44.4% | $7,354-51.1% | $4,046-11.0% |
| Admin fee / account holder | $158 | $711-77.8% | $10,804-98.5% | $626-74.8% |