Filed June 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS4 years Service code 27 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Plan) | $60,944 |
TIAA4 years Service code 19 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Securities Custodian | $43,427 |
Filed as: VAN BRUGGEN & VANDE VEGTE PC Service code 10 · EIN 42-1462287 113 3RD ST NE · ORANGE CITY, IA 51041 | Accounting | $15,650 |
TAG RESOURCES, LLC1 year Service code 50 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Direct Payment | $5,404 |
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 | $82,594 | $94,833-12.9% | $75,731+9.1% | $86,821-4.9% |
| Participation rate | 97.7% | 79.1%+18.6pp | 74.8%+22.9pp | 72.3%+25.4pp |
| Annual return | 11.48% | 16.91%-5.4pp | 104.65%-93.2pp | 97.94%-86.5pp |
| Employer contribution / active EE | $2,863 | $2,904-1.4% | $2,743+4.4% | $2,406+19.0% |
| Participant deferral / active EE | $2,932 | $3,632-19.3% | $3,820-23.2% | $4,132-29.0% |
| Admin fee / account holder | $212 | $109+94.7% | $3,620-94.2% | $170+24.7% |