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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 13 · EIN 27-3055170 1582 N. 1060 RD · LAWRENCE, KS 66046 | Contract Administrator | $29,975 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT, LLC Service code 26 · EIN 25-1879568 101 PENNSYLVANIA BLVD · PITTSBURG, PA 152282222 | Advisory (Participants) | $18,364 |
TIAA3 years Filed as: TIAA-TEACHERS INSURANCE AND Service code 13 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Contract Administrator | $12,115 |
PENTEGRA SERVICES, INC.2 years Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $11,616 |
COULTER & JUSTUS3 years Service code 10 · EIN 62-1532536 9717 COGDILL RD STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
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 | $62,413 | $69,774-10.5% | $67,561-7.6% | $74,429-16.1% |
| Participation rate | 95.7% | 71.4%+24.3pp | 72.9%+22.8pp | 67.2%+28.5pp |
| Annual return | 11.68% | -40.53%+52.2pp | 3525.44%-3513.8pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $2,017 | $2,710-25.6% | $2,735-26.2% | $2,625-23.1% |
| Participant deferral / active EE | $1,658 | $3,636-54.4% | $4,003-58.6% | $4,348-61.9% |
| Admin fee / account holder | $230 | $890-74.2% | $4,006-94.3% | $1,944-88.2% |