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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES Service code 27 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $47,943 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CRT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,525 | $81,358+109.6% | $155,556+9.6% | $80,959+110.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.23% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $4,620 | $3,106+48.7% | $4,675-1.2% | $2,757+67.6% |
| Participant deferral / active EE | $5,813 | $3,455+68.2% | $5,631+3.2% | $4,300+35.2% |
| Admin fee / account holder | $57 | $7,994-99.3% | $15,885-99.6% | $6,925-99.2% |