Filed May 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE GROUP OF Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,009 |
HAYS FINANCIAL GROUP4 years Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 80TH S 8TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $21,355 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT N · MAPLE GROVE, MN 55369 | Contract Administrator | $15,067 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,083 | $73,397-69.9% | $178,014-87.6% | $74,546-70.4% |
| Participation rate | 97.2% | 66.6%+30.6pp | 77.1%+20.2pp | 67.2%+30.0pp |
| Annual return | 12.31% | 17.49%-5.2pp | 294.80%-282.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $3,420 | $2,217+54.2% | $3,950-13.4% | $2,624+30.3% |
| Participant deferral / active EE | $4,622 | $4,512+2.4% | $6,276-26.4% | $4,347+6.3% |
| Admin fee / account holder | $162 | $1,809-91.1% | $10,362-98.4% | $1,944-91.7% |