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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $41,162 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,852 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 99 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Other Fees | $14,949 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,261 | $106,230+1.9% | $147,080-26.4% | $77,736+39.3% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 14.52% | 56.91%-42.4pp | 420.17%-405.7pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,484 | $4,072-63.6% | $4,933-69.9% | $2,728-45.6% |
| Participant deferral / active EE | $7,689 | $8,001-3.9% | $8,066-4.7% | $4,651+65.3% |
| Admin fee / account holder | $191 | $338-43.6% | $12,989-98.5% | $433-55.9% |