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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,885 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST ADVISORS Service code 27 · EIN 27-3055170 | Advisory (Plan) | $6,333 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $1,730 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $1,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,806 | $44,734-87.0% | $99,470-94.2% | $67,579-91.4% |
| Participation rate | 45.7% | 66.2%-20.5pp | 73.8%-28.2pp | 71.3%-25.6pp |
| Annual return | 16.69% | 32.45%-15.8pp | 30.72%-14.0pp | 378.56%-361.9pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $777 | $2,731-71.5% | $3,619-78.5% | $3,539-78.0% |
| Admin fee / account holder | $245 | $120+105.2% | $6,252-96.1% | $142+72.5% |