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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS1+ years Service code 27 · EIN 27-3055170 | Advisory (Plan) | $19,877 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,775 | $57,108-54.9% | $94,229-72.6% | $52,331-50.7% |
| Participation rate | 67.7% | 72.9%-5.3pp | 78.8%-11.1pp | 68.1%-0.4pp |
| Annual return | -3.38% | 1.47%-4.9pp | 10.68%-14.1pp | 4.54%-7.9pp |
| Employer contribution / active EE | $1,006 | $1,735-42.0% | $3,587-71.9% | $1,882-46.5% |
| Participant deferral / active EE | $2,328 | $3,040-23.4% | $4,320-46.1% | $3,022-23.0% |
| Admin fee / account holder | $177 | $546-67.6% | $6,269-97.2% | $592-70.1% |