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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS4 years Service code 13 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Contract Administrator | $15,664 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 5350 77 CENTER DR., STE. 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $11,292 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $7,127 |
COULTER & JUSTUS2 years Service code 11 · EIN 62-1532536 9717 COGDILL RD., SUITE 201 · KNOXVILLE, TN 37932 | Actuarial | $5,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,424 | $69,763+3.8% | $67,502+7.3% | $74,495-2.8% |
| Participation rate | 96.2% | 71.4%+24.8pp | 72.9%+23.3pp | 67.2%+29.0pp |
| Annual return | 10.53% | -40.34%+50.9pp | 3512.12%-3501.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,320 | $2,704-51.2% | $2,731-51.7% | $2,623-49.7% |
| Participant deferral / active EE | $2,987 | $3,636-17.8% | $4,000-25.3% | $4,346-31.3% |
| Admin fee / account holder | $101 | $896-88.7% | $3,998-97.5% | $1,942-94.8% |