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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7+ years Service code 22 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Insurance Broker | $23,250 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $14,397 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,554 |
COULTER & JUSTUS1 year Service code 11 · EIN 62-1532536 9717 COGDILL RD., STE 201 · KNOXVILLE, TN 37932 | Actuarial | $9,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,456 | $69,708-33.4% | $67,560-31.2% | $74,478-37.6% |
| Participation rate | 98.0% | 71.4%+26.6pp | 72.9%+25.1pp | 67.2%+30.8pp |
| Annual return | 21.03% | -40.67%+61.7pp | 3533.50%-3512.5pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $1,461 | $2,715-46.2% | $2,737-46.6% | $2,626-44.4% |
| Participant deferral / active EE | $2,558 | $3,637-29.7% | $4,004-36.1% | $4,350-41.2% |
| Admin fee / account holder | $126 | $887-85.8% | $3,994-96.9% | $1,946-93.5% |