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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS5 years Service code 19 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Securities Custodian | $20,467 |
TIAA3 years Filed as: TIAA TEACHERS INSURANCE & ANNUITY A Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $16,373 |
PENTEGRA SERVICES, INC.1 year Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $12,980 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTICE Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,140 | $65,582+16.1% | $64,099+18.8% | $71,495+6.5% |
| Participation rate | 96.8% | 73.2%+23.6pp | 72.3%+24.5pp | 67.9%+28.8pp |
| Annual return | 13.96% | 18.96%-5.0pp | 33.70%-19.7pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,383 | $2,671-10.8% | $2,748-13.3% | $2,589-8.0% |
| Participant deferral / active EE | $3,693 | $3,628+1.8% | $3,881-4.9% | $4,291-13.9% |
| Admin fee / account holder | $121 | $616-80.4% | $3,070-96.1% | $1,588-92.4% |