Filed June 15, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $62,027 |
TIAA7 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $29,779 |
PENTEGRA SERVICES, INC.2 years Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $19,771 |
COULTER & JUSTUS3 years Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
Annual investment return 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 | $80,355 | $91,710-12.4% | $67,560+18.9% | $77,762+3.3% |
| Participation rate | 99.3% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 10.24% | 14.88%-4.6pp | 3533.50%-3523.3pp | 31.27%-21.0pp |
| Employer contribution / active EE | $2,942 | $3,187-7.7% | $2,737+7.5% | $2,728+7.8% |
| Participant deferral / active EE | $2,642 | $3,911-32.4% | $4,004-34.0% | $4,651-43.2% |
| Admin fee / account holder | $196 | $245-19.9% | $3,994-95.1% | $433-54.7% |