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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 | $55,470-11.4% | $155,556-68.4% | $74,478-34.0% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 11.32% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $3,008 | $2,267+32.7% | $4,675-35.7% | $2,626+14.5% |
| Participant deferral / active EE | $2,466 | $2,838-13.1% | $5,631-56.2% | $4,350-43.3% |
| Admin fee / account holder | $247 | $1,744-85.8% | $15,885-98.4% | $1,946-87.3% |