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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,887 |
Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $13,570 |
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 | $27,350 | $80,748-66.1% | $102,383-73.3% | $74,429-63.3% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.7pp |
| Annual return | 14.42% | 27.57%-13.1pp | 24.94%-10.5pp | 1368.38%-1354.0pp |
| Employer contribution / active EE | $1,855 | $3,159-41.3% | $3,870-52.1% | $2,625-29.3% |
| Participant deferral / active EE | $4,179 | $3,861+8.2% | $5,060-17.4% | $4,348-3.9% |
| Admin fee / account holder | $258 | $2,371-89.1% | $8,391-96.9% | $1,944-86.7% |