Filed July 10, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 27 1100 SUPERIOR AVE, SUITE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $71,497 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,080 |
TSC 401K3 years Service code 13 7365 KIRKWOOD CT N, SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $27,071 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,957 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,664 | $51,878+38.1% | $68,368+4.8% | $79,634-10.0% |
| Participation rate | 99.9% | 53.7%+46.2pp | 73.8%+26.1pp | 62.5%+37.4pp |
| Annual return | 13.61% | 137.43%-123.8pp | 292.57%-279.0pp | 36.46%-22.9pp |
| Employer contribution / active EE | $1,854 | $1,931-4.0% | $2,649-30.0% | $2,529-26.7% |
| Participant deferral / active EE | $5,081 | $2,577+97.1% | $4,123+23.2% | $3,835+32.5% |
| Admin fee / account holder | $182 | $942-80.7% | $5,150-96.5% | $1,002-81.9% |