Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $69,774-9.6% | $67,575-6.6% | $74,459-15.3% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 11.21% | -40.53%+51.7pp | 3528.98%-3517.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $2,149 | $2,710-20.7% | $2,736-21.4% | $2,626-18.1% |
| Participant deferral / active EE | $3,017 | $3,636-17.0% | $4,003-24.6% | $4,350-30.6% |
| Admin fee / account holder | $127 | $890-85.7% | $3,993-96.8% | $1,945-93.5% |