Filed January 13, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TSA PORTFOLIO MANAGEMENT3 years Filed as: TSA MANAGEMENT INC Service code 27 · EIN 11-3080149 | Advisory (Plan) | $57,330 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,232 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,253 | $58,311+296.6% | $81,882+182.4% | $80,959+185.6% |
| Participation rate | 94.3% | 63.5%+30.8pp | 72.4%+21.9pp | 67.7%+26.6pp |
| Annual return | 15.42% | 41.85%-26.4pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,699 | $2,347+15.0% | $2,916-7.4% | $2,757-2.1% |
| Participant deferral / active EE | $10,719 | $3,287+226.1% | $4,323+147.9% | $4,300+149.3% |
| Admin fee / account holder | $534 | $4,752-88.8% | $7,360-92.8% | $6,925-92.3% |