Filed July 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $71,499 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · BREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,700 |
TSC 401K2 years Service code 13 7365 KIRKWOOD COURT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $26,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,863 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,012 | $65,960+3.1% | $81,882-16.9% | $77,762-12.5% |
| Participation rate | 99.2% | 65.8%+33.5pp | 72.4%+26.8pp | 70.6%+28.6pp |
| Annual return | 16.03% | 26.64%-10.6pp | 779.47%-763.4pp | 31.27%-15.2pp |
| Employer contribution / active EE | $2,163 | $2,375-8.9% | $2,916-25.8% | $2,728-20.7% |
| Participant deferral / active EE | $4,978 | $3,505+42.0% | $4,323+15.1% | $4,651+7.0% |
| Admin fee / account holder | $180 | $526-65.8% | $7,360-97.6% | $433-58.4% |