Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $65,084+3.9% | $67,681-0.1% | $64,340+5.1% |
| Participation rate | 95.2% | 66.7%+28.4pp | 73.7%+21.4pp | 55.2%+39.9pp |
| Annual return | 14.06% | 20.50%-6.4pp | 590.58%-576.5pp | 24.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,150 | $3,210-1.9% | $3,976-20.8% | $2,980+5.7% |
| Admin fee / account holder | $96 | $1,415-93.2% | $6,100-98.4% | $3,703-97.4% |