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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,312 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,919 |
SAGEPOINT FINANCIAL INC1 year Filed as: FSC SECURITIES CORP Service code 22 · EIN 58-1152673 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,701 | $52,279-71.9% | $89,435-83.6% | $79,856-81.6% |
| Participation rate | 86.3% | 57.5%+28.7pp | 68.0%+18.3pp | 69.6%+16.6pp |
| Annual return | 10.40% | 22.16%-11.8pp | 245.55%-235.2pp | 31.71%-21.3pp |
| Employer contribution / active EE | $5,328 | $1,572+239.0% | $2,587+105.9% | $2,471+115.6% |
| Participant deferral / active EE | $520 | $2,740-81.0% | $3,890-86.6% | $3,741-86.1% |
| Admin fee / account holder | $129 | $3,356-96.2% | $4,884-97.4% | $5,306-97.6% |