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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,785 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 | Contract Administrator | $9,296 |
TAX SHELTERED COMPENSATION, INC.7+ years Filed as: TSC, INC Service code 13 · EIN 41-0955056 7300 METRO BOULEVARD · EDINA, MN 554394500 | Contract Administrator | $7,451 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,781 |
NATIONWIDE7+ years Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $3,319 |
CETERA ADVISOR NETWORKS LLC7+ years Service code 27 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,607 | $65,125-49.9% | $143,797-77.3% | $66,949-51.3% |
| Participation rate | 58.3% | 65.2%-6.9pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -13.83% | -11.13%-2.7pp | -0.04%-13.8pp | 1.57%-15.4pp |
| Employer contribution / active EE | $778 | $2,362-67.1% | $4,952-84.3% | $2,545-69.4% |
| Participant deferral / active EE | $1,392 | $2,920-52.3% | $5,638-75.3% | $4,239-67.2% |
| Admin fee / account holder | $499 | $503-0.7% | $14,679-96.6% | $594-15.9% |