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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $22,306 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 26 · EIN 27-3055170 | Advisory (Participants) | $21,390 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $1,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,992 | $54,245-15.2% | $93,727-50.9% | $77,762-40.9% |
| Participation rate | 33.7% | 63.9%-30.2pp | 68.7%-35.0pp | 70.6%-36.9pp |
| Annual return | 8.28% | 30.58%-22.3pp | 133.83%-125.6pp | 31.27%-23.0pp |
| Employer contribution / active EE | $166 | $1,168-85.8% | $2,421-93.1% | $2,728-93.9% |
| Participant deferral / active EE | $942 | $3,144-70.0% | $4,417-78.7% | $4,651-79.7% |
| Admin fee / account holder | $314 | $575-45.4% | $8,292-96.2% | $433-27.4% |