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| 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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,565 | $60,393-44.4% | $81,820-59.0% | $74,429-54.9% |
| Participation rate | 98.8% | 62.9%+35.9pp | 72.4%+26.4pp | 67.2%+31.6pp |
| Annual return | 13.79% | 16.89%-3.1pp | 777.93%-764.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $2,194 | $2,626-16.5% | $2,915-24.7% | $2,625-16.4% |
| Participant deferral / active EE | $2,315 | $3,397-31.9% | $4,323-46.5% | $4,348-46.8% |
| Admin fee / account holder | $24 | $1,491-98.4% | $7,391-99.7% | $1,944-98.8% |