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| Provider | Service type | Compensation |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.1+ years Service code 13 · EIN 41-0955056 | Contract Administrator | $6,672 |
SII INVESTMENTS INC1+ years Filed as: SII INVESTMENTS, INC. Service code 53 5555 W GRANDE MARKET DR · APPELTON, WI 54913 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,647 | $48,277-69.7% | $63,244-76.8% | $55,191-73.5% |
| Participation rate | 66.9% | 69.4%-2.5pp | 71.0%-4.1pp | 69.2%-2.2pp |
| Annual return | -1.25% | 2.37%-3.6pp | -70.31%+69.1pp | 10.78%-12.0pp |
| Employer contribution / active EE | $250 | $1,592-84.3% | $2,322-89.2% | $1,899-86.8% |
| Participant deferral / active EE | $1,005 | $2,432-58.7% | $2,953-66.0% | $3,046-67.0% |
| Admin fee / account holder | $33 | $86-61.2% | $5,893-99.4% | $91-63.3% |