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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 26 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Advisory (Participants) | $17,921 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 19 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Securities Custodian | $7,793 |
PENTEGRA SERVICES, INC.1 year Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Recordkeeping | $5,734 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,168 | $55,472-11.4% | $155,567-68.4% | $74,546-34.0% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 11.32% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $3,008 | $2,269+32.6% | $4,674-35.6% | $2,624+14.6% |
| Participant deferral / active EE | $2,466 | $2,838-13.1% | $5,628-56.2% | $4,347-43.3% |
| Admin fee / account holder | $247 | $1,743-85.8% | $15,916-98.4% | $1,944-87.3% |