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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC3 years Service code 14 · EIN 62-1874769 6501 DEANE HILL ROAD · KNOXVILLE, TN 37919 | Plan Administrator | $5,745 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $4,309 |
TWO WEST CAPITAL ADVISORS5 years Service code 28 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $2,872 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,530 | $73,848-62.7% | $143,799-80.9% | $68,486-59.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.76% | 0.91%-15.7pp | -0.04%-14.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,677-99.1% | $5,404-97.6% |