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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,015 |
Service code 27 · EIN 81-3001567 7820 TERREY PINE CT #200 · EDEN PRAIRIE, MN 55347 | Advisory (Plan) | $19,898 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N · MAPLE GROVE, MN 55369 | Contract Administrator | $7,670 |
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 | $93,095 | $93,598-0.5% | $135,974-31.5% | $75,173+23.8% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.0pp | 67.2%+30.8pp |
| Annual return | 17.40% | 30.89%-13.5pp | 68.30%-50.9pp | 160.72%-143.3pp |
| Employer contribution / active EE | $4,265 | $3,538+20.6% | $4,859-12.2% | $2,671+59.7% |
| Participant deferral / active EE | $9,226 | $6,405+44.0% | $7,760+18.9% | $4,126+123.6% |
| Admin fee / account holder | $307 | $6,978-95.6% | $10,767-97.1% | $5,651-94.6% |