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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS5+ years Service code 22 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Insurance Broker | $19,357 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 16 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 379196006 | Consulting | $10,969 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,033 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,292 | $60,989-37.2% | $60,906-37.1% | $66,938-42.8% |
| Participation rate | 95.7% | 74.5%+21.2pp | 73.1%+22.6pp | 69.8%+25.9pp |
| Annual return | -12.15% | -9.60%-2.6pp | 16.94%-29.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,310 | $2,661-50.8% | $2,703-51.5% | $2,545-48.5% |
| Participant deferral / active EE | $2,583 | $3,615-28.5% | $3,814-32.3% | $4,238-39.0% |
| Admin fee / account holder | $86 | $338-74.7% | $3,227-97.3% | $594-85.6% |