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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS10+ years Filed as: TWO WEST ADVISORS Service code 27 · EIN 27-3055170 | Advisory (Plan) | $85,616 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,598 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,522 | $89,093+47.6% | $102,434+28.4% | $77,736+69.2% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 14.38% | 25.03%-10.7pp | 29.46%-15.1pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,568 | $2,699-41.9% | $3,023-48.1% | $2,728-42.5% |
| Participant deferral / active EE | $7,642 | $5,147+48.5% | $5,055+51.2% | $4,651+64.3% |
| Admin fee / account holder | $177 | $236-24.8% | $9,462-98.1% | $433-59.1% |