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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Securities Custodian | $25,733 |
TIAA4 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY A Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $19,385 |
PENTEGRA SERVICES, INC.2 years Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $14,072 |
COULTER & JUSTUS3 years Filed as: COULTER & JUSTICE Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,315 | $69,774+19.4% | $67,575+23.3% | $74,459+11.9% |
| Participation rate | 95.2% | 71.4%+23.8pp | 72.9%+22.3pp | 67.2%+28.0pp |
| Annual return | 12.03% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $2,508 | $2,710-7.5% | $2,736-8.3% | $2,626-4.5% |
| Participant deferral / active EE | $3,752 | $3,636+3.2% | $4,003-6.3% | $4,350-13.8% |
| Admin fee / account holder | $136 | $890-84.7% | $3,993-96.6% | $1,945-93.0% |