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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS8 years Service code 27 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $68,214 |
TIAA8 years Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $32,817 |
PENTEGRA SERVICES, INC.3 years Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $21,713 |
COULTER & JUSTUS4 years Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE 201 · KNOXVILLE, TN 37932 | Accounting | $8,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,543 | $93,351-7.3% | $62,929+37.5% | $79,634+8.7% |
| Participation rate | 98.4% | 74.6%+23.8pp | 73.1%+25.3pp | 62.5%+35.9pp |
| Annual return | 13.07% | 14.37%-1.3pp | 1063.93%-1050.9pp | 36.46%-23.4pp |
| Employer contribution / active EE | $2,904 | $3,135-7.3% | $2,505+16.0% | $2,529+14.8% |
| Participant deferral / active EE | $2,704 | $3,921-31.0% | $3,888-30.5% | $3,835-29.5% |
| Admin fee / account holder | $214 | $229-6.5% | $5,065-95.8% | $1,002-78.6% |