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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7 years Filed as: TWO WEST CAPITAL INVESTORS Service code 10 · EIN 27-3055170 | Accounting | $33,320 |
THE VANGUARD GROUP, INC.7 years Service code 13 · EIN 23-1945930 | Contract Administrator | $14,900 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Contract Administrator | $2,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,215 | $100,923+52.8% | $150,045+2.8% | $74,304+107.5% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.3%+7.4pp | 60.3%+29.4pp |
| Annual return | 18.14% | 51.77%-33.6pp | 62.55%-44.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $3,225 | $3,463-6.9% | $4,693-31.3% | $2,241+43.9% |
| Participant deferral / active EE | $10,298 | $6,709+53.5% | $7,997+28.8% | $3,767+173.3% |
| Admin fee / account holder | $364 | $2,767-86.8% | $13,435-97.3% | $2,969-87.7% |