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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS4 years Filed as: TWO WEST CAPITAL INVESTORS Service code 27 · EIN 27-3055170 | Advisory (Plan) | $20,873 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,308 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1458576 | Recordkeeping | $13,444 |
Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 15 9401 W. 87TH STREET · OVERLAND PARK, KS 66212 | Recordkeeping | $9,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,410 | $37,463+98.6% | $77,096-3.5% | $66,938+11.2% |
| Participation rate | 72.3% | 52.9%+19.4pp | 67.9%+4.4pp | 69.8%+2.5pp |
| Annual return | -16.63% | -3.25%-13.4pp | 42.35%-59.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $544 | $1,535-64.6% | $2,814-80.7% | $2,545-78.6% |
| Participant deferral / active EE | $3,251 | $2,621+24.0% | $4,429-26.6% | $4,238-23.3% |
| Admin fee / account holder | $410 | $568-27.9% | $5,428-92.5% | $594-31.0% |