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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,877 |
Filed as: MHS ADVISORY SERIVICES LLC Service code 27 10900 WAYZATA BLVD STE 130 · MINNETONKA, MN 55305 | Advisory (Plan) | $3,583 |
Filed as: TAX SHELTERED COMPENSATION,INC Service code 13 7300 METRO BLVD STE 450 · EDINA, MN 55439 | Contract Administrator | $727 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 | Contract Administrator | $716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,938 | $52,961-83.1% | $172,755-94.8% | $65,185-86.3% |
| Participation rate | 67.3% | 66.2%+1.1pp | 82.6%-15.3pp | 70.2%-2.9pp |
| Annual return | 20.67% | 30.12%-9.5pp | 802.94%-782.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $543 | $2,190-75.2% | $5,144-89.4% | $2,177-75.1% |
| Participant deferral / active EE | $1,519 | $2,471-38.5% | $5,198-70.8% | $3,514-56.8% |
| Admin fee / account holder | $89 | $472-81.1% | $13,955-99.4% | $847-89.5% |