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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,815 |
Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 62-1874769 | Recordkeeping | $11,336 |
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 | $21,284 | $76,696-72.2% | $96,538-78.0% | $71,529-70.2% |
| Participation rate | 93.5% | 66.6%+26.9pp | 74.3%+19.1pp | 67.9%+25.6pp |
| Annual return | 20.17% | 48.32%-28.1pp | 35.74%-15.6pp | 28.97%-8.8pp |
| Employer contribution / active EE | $1,663 | $3,032-45.1% | $3,740-55.5% | $2,590-35.8% |
| Participant deferral / active EE | $3,747 | $3,770-0.6% | $4,880-23.2% | $4,291-12.7% |
| Admin fee / account holder | $198 | $2,030-90.2% | $6,737-97.1% | $1,588-87.5% |