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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $4,337 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,106 | $58,851-91.3% | $115,170-95.6% | $72,983-93.0% |
| Participation rate | 82.4% | 65.5%+16.9pp | 75.9%+6.5pp | 69.5%+12.9pp |
| Annual return | 28.92% | 23.16%+5.8pp | 35.60%-6.7pp | 81.01%-52.1pp |
| Employer contribution / active EE | $1,308 | $1,798-27.3% | $3,179-58.9% | $2,440-46.4% |
| Participant deferral / active EE | $2,446 | $2,643-7.4% | $4,169-41.3% | $3,608-32.2% |
| Admin fee / account holder | $43 | $6,370-99.3% | $7,089-99.4% | $5,124-99.2% |