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| Provider | Service type | Compensation |
|---|---|---|
TSC 401K1 year Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $11,537 |
HAYS COMPANIES1 year Filed as: HAYS GROUP INC DBA HAYS COMPANIES Service code 27 80TH S 8TH ST STE 700 · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $10,080 |
HAYS COMPANIES1 year Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $4,540 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,060 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,199 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $349 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $89 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,385 | $73,978-40.0% | $96,515-54.0% | $75,173-41.0% |
| Participation rate | 82.4% | 66.4%+15.9pp | 74.3%+8.0pp | 67.2%+15.1pp |
| Annual return | 17.27% | 26.72%-9.5pp | 35.73%-18.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $4,044 | $2,931+38.0% | $3,740+8.1% | $2,671+51.4% |
| Participant deferral / active EE | $9,243 | $3,660+152.5% | $4,880+89.4% | $4,126+124.0% |
| Admin fee / account holder | $189 | $5,219-96.4% | $6,735-97.2% | $5,651-96.7% |