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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7 years Service code 27 · EIN 27-3055170 1582 N 1060 RD. · LAWRENCE, KS 66046 | Advisory (Plan) | $13,333 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Plan Administrator | $6,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,638 | $64,705+4.5% | $62,929+7.5% | $67,986-0.5% |
| Participation rate | 95.2% | 65.6%+29.6pp | 73.1%+22.0pp | 57.2%+38.0pp |
| Annual return | 14.06% | 20.31%-6.2pp | 1063.93%-1049.9pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,150 | $3,198-1.5% | $3,888-19.0% | $3,358-6.2% |
| Admin fee / account holder | $96 | $1,428-93.2% | $5,065-98.1% | $3,203-97.0% |