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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 37919 | Recordkeeping | $4,889 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 4333 EDGEWOOD ROAD NE · GRAND RAPIDS, IA 52499 | Recordkeeping | $2,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,633 | $95,542-93.1% | $69,455-90.5% | $67,579-90.2% |
| Participation rate | 12.5% | 79.4%-66.9pp | 74.6%-62.1pp | 71.3%-58.8pp |
| Annual return | 21.80% | 17.67%+4.1pp | 28.97%-7.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $172 | $3,263-94.7% | $3,535-95.1% | $3,539-95.1% |
| Admin fee / account holder | $61 | $90-31.7% | $3,839-98.4% | $142-56.9% |