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| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES Service code 14 · EIN 62-1874769 | Plan Administrator | $9,171 |
Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $4,388 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,481 | $49,255-54.4% | $70,494-68.1% | $79,856-71.8% |
| Participation rate | 98.8% | 69.2%+29.7pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 11.39% | 30.10%-18.7pp | 109.16%-97.8pp | 31.71%-20.3pp |
| Employer contribution / active EE | $994 | $2,100-52.7% | $2,738-63.7% | $2,471-59.8% |
| Participant deferral / active EE | $2,396 | $2,768-13.4% | $3,711-35.4% | $3,741-35.9% |
| Admin fee / account holder | $74 | $2,879-97.4% | $3,848-98.1% | $5,306-98.6% |