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 |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.10+ years Filed as: TSC, INC. Service code 15 · EIN 41-0955056 7300 METRO BLVD · EDINA, MN 55439 | Recordkeeping | $5,485 |
NATIONWIDE10+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $1,727 |
PARK AVENUE SECURITIES LLC10+ years Filed as: PARK AVENUE SECURITIES Service code 27 7 HANOVER SQUARE H4C · NEW YORK, NY 10040 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,565 | $60,454-44.5% | $81,844-59.0% | $74,459-54.9% |
| Participation rate | 98.8% | 63.0%+35.8pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 13.79% | 16.87%-3.1pp | 778.87%-765.1pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $2,194 | $2,630-16.6% | $2,916-24.8% | $2,626-16.5% |
| Participant deferral / active EE | $2,315 | $3,398-31.9% | $4,323-46.5% | $4,350-46.8% |
| Admin fee / account holder | $24 | $1,490-98.4% | $7,355-99.7% | $1,945-98.8% |