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| Provider | Service type | Compensation |
|---|---|---|
TAX SHELTERED COMPENSATION, INC.3+ years Service code 13 · EIN 41-0955056 | Contract Administrator | $10,119 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $925 |
SII INVESTMENTS INC3+ 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 | $18,967 | $53,925-64.8% | $75,501-74.9% | $69,631-72.8% |
| Participation rate | 69.6% | 71.2%-1.6pp | 72.4%-2.7pp | 70.7%-1.1pp |
| Annual return | 17.22% | 17.84%-0.6pp | 27.35%-10.1pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $332 | $1,802-81.6% | $2,352-85.9% | $2,032-83.7% |
| Participant deferral / active EE | $1,041 | $2,569-59.5% | $3,142-66.9% | $3,224-67.7% |
| Admin fee / account holder | $51 | $97-47.8% | $5,801-99.1% | $110-54.1% |