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| Provider | Service type | Compensation |
|---|---|---|
PUNCH & ASSOCIATES10+ years Service code 27 · EIN 82-0566201 7701 FRANCE AVE S STE 300 · EDINA, MN 55435 | Advisory (Plan) | $145,644 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,021 |
TSC 401K2 years Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $17,258 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $15,000 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,048 |
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 | $134,167 | $78,562+70.8% | $105,608+27.0% | $74,429+80.3% |
| Participation rate | 98.8% | 72.8%+26.0pp | 75.3%+23.5pp | 67.2%+31.5pp |
| Annual return | 17.71% | 15.94%+1.8pp | 116.50%-98.8pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $3,397 | $2,521+34.7% | $3,167+7.3% | $2,625+29.4% |
| Participant deferral / active EE | $6,643 | $4,321+53.7% | $5,010+32.6% | $4,348+52.8% |
| Admin fee / account holder | $765 | $2,217-65.5% | $11,028-93.1% | $1,944-60.6% |