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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $25,602 |
TWO WEST CAPITAL ADVISORS3 years Service code 27 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Advisory (Plan) | $21,395 |
TIAA3 years Service code 15 · EIN 13-1625420 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $10,267 |
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 | $68,998 | $69,774-1.1% | $67,575+2.1% | $74,459-7.3% |
| Participation rate | 97.0% | 71.4%+25.6pp | 72.9%+24.1pp | 67.2%+29.7pp |
| Annual return | 10.36% | -40.53%+50.9pp | 3528.98%-3518.6pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $2,327 | $2,710-14.2% | $2,736-15.0% | $2,626-11.4% |
| Participant deferral / active EE | $3,520 | $3,636-3.2% | $4,003-12.1% | $4,350-19.1% |
| Admin fee / account holder | $140 | $890-84.2% | $3,993-96.5% | $1,945-92.8% |