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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,256 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $12,156 |
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORP Service code 22 · EIN 58-1152673 | Insurance Broker | $0 |
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 | $18,616 | $56,134-66.8% | $96,192-80.6% | $85,851-78.3% |
| Participation rate | 85.7% | 56.7%+29.0pp | 68.4%+17.3pp | 69.3%+16.4pp |
| Annual return | 8.51% | 42.30%-33.8pp | 192.09%-183.6pp | 318.63%-310.1pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,894 | $2,858-33.7% | $4,351-56.5% | $3,952-52.1% |
| Admin fee / account holder | $214 | $3,769-94.3% | $5,539-96.1% | $6,261-96.6% |