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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $29,643 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 · EIN 06-1375177 STE 400 · AUSTIN, TX 78735 | Other Commissions | $21,876 |
Filed as: TAX SHELTERED COMPENSATION Service code 49 · EIN 71-0294708 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Other Services | $18,560 |
TSC 401K2 years Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $125 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,986 | $79,779-19.8% | $153,741-58.4% | $74,478-14.1% |
| Participation rate | 87.7% | 69.9%+17.8pp | 77.1%+10.6pp | 67.2%+20.5pp |
| Annual return | 11.74% | 15.08%-3.3pp | 15.71%-4.0pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,255 | $4,026-68.8% | $5,042-75.1% | $2,626-52.2% |
| Participant deferral / active EE | $3,780 | $5,329-29.1% | $6,757-44.1% | $4,350-13.1% |
| Admin fee / account holder | $190 | $1,761-89.2% | $12,749-98.5% | $1,946-90.2% |