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| Provider | Service type | Compensation |
|---|---|---|
TSC 401K1 year Service code 13 7365 KIRKWOOD CT. N. STE. 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $425 |
Filed as: EMPOWER ANNUITY INSURANCE COMAPNY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $125 |
Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,551 | $47,163-56.4% | $149,696-86.3% | $74,460-72.4% |
| Participation rate | 44.7% | 63.4%-18.7pp | 78.8%-34.1pp | 70.7%-26.0pp |
| Annual return | 17.84% | 22.75%-4.9pp | 134.46%-116.6pp | 34.38%-16.5pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,708 | $2,730-37.4% | $5,682-69.9% | $4,530-62.3% |
| Admin fee / account holder | $99 | $343-71.3% | $13,212-99.3% | $348-71.7% |