Filed June 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS2 years Service code 27 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 662101569 | Advisory (Plan) | $48,735 |
TIAA2 years Service code 19 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $35,759 |
Filed as: VAN BRUGGEN & VANDE VEGTE, PC Service code 10 · EIN 42-1462287 113 3RD ST NE · ORANGE CITY, IA 51041 | Accounting | $13,800 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,456 | $95,542-26.3% | $69,483+1.4% | $67,582+4.3% |
| Participation rate | 99.2% | 79.4%+19.9pp | 74.6%+24.6pp | 71.3%+28.0pp |
| Annual return | 15.66% | 17.67%-2.0pp | 28.99%-13.3pp | 378.57%-362.9pp |
| Employer contribution / active EE | $2,823 | $2,989-5.6% | $2,780+1.5% | $2,148+31.4% |
| Participant deferral / active EE | $2,466 | $3,263-24.4% | $3,537-30.3% | $3,539-30.3% |
| Admin fee / account holder | $148 | $90+64.7% | $3,841-96.1% | $142+4.0% |