Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS6+ years Service code 22 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Insurance Broker | $19,928 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,299 |
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 | $40,245 | $65,582-38.6% | $64,101-37.2% | $71,511-43.7% |
| Participation rate | 93.1% | 73.2%+19.9pp | 72.3%+20.8pp | 67.9%+25.2pp |
| Annual return | 6.73% | 18.96%-12.2pp | 33.72%-27.0pp | 28.86%-22.1pp |
| Employer contribution / active EE | $1,488 | $2,671-44.3% | $2,749-45.9% | $2,589-42.5% |
| Participant deferral / active EE | $2,668 | $3,628-26.5% | $3,881-31.3% | $4,291-37.8% |
| Admin fee / account holder | $77 | $616-87.5% | $3,070-97.5% | $1,588-95.2% |