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 COMPANIES4 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 | $73,459-69.9% | $178,528-87.6% | $74,429-70.3% |
| Participation rate | 97.2% | 66.5%+30.7pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | 12.31% | 17.50%-5.2pp | 27.11%-14.8pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $3,420 | $2,219+54.1% | $3,950-13.4% | $2,625+30.3% |
| Participant deferral / active EE | $4,622 | $4,515+2.4% | $6,278-26.4% | $4,348+6.3% |
| Admin fee / account holder | $162 | $1,812-91.1% | $10,419-98.4% | $1,944-91.7% |