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| Provider | Service type | Compensation |
|---|---|---|
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $29,260 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,916 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,798 | $50,919-65.0% | $155,556-88.6% | $77,762-77.1% |
| Participation rate | 47.2% | 63.1%-15.9pp | 78.2%-31.0pp | 70.6%-23.4pp |
| Annual return | 41.76% | 34.84%+6.9pp | 64.84%-23.1pp | 31.27%+10.5pp |
| Employer contribution / active EE | $973 | $1,991-51.2% | $4,675-79.2% | $2,728-64.3% |
| Participant deferral / active EE | $1,820 | $2,824-35.6% | $5,631-67.7% | $4,651-60.9% |
| Admin fee / account holder | $208 | $437-52.3% | $15,885-98.7% | $433-51.9% |