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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 | $65,072+3.9% | $66,439+1.8% | $65,306+3.6% |
| Participation rate | 95.2% | 69.1%+26.1pp | 74.5%+20.7pp | 57.7%+37.5pp |
| Annual return | 14.06% | 21.50%-7.4pp | 757.66%-743.6pp | 21.94%-7.9pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,150 | $3,234-2.6% | $3,876-18.7% | $2,959+6.4% |
| Admin fee / account holder | $96 | $1,323-92.7% | $6,173-98.4% | $3,480-97.2% |