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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS8 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $22,833 |
TIAA8 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $12,238 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,083 | $69,745-9.6% | $67,511-6.6% | $74,546-15.4% |
| Participation rate | 97.3% | 71.3%+26.0pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 11.21% | -40.37%+51.6pp | 3517.41%-3506.2pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $2,149 | $2,705-20.5% | $2,733-21.3% | $2,624-18.1% |
| Participant deferral / active EE | $3,017 | $3,636-17.0% | $4,000-24.6% | $4,347-30.6% |
| Admin fee / account holder | $127 | $894-85.8% | $3,999-96.8% | $1,944-93.5% |