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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $19,939 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT, LLC Service code 26 · EIN 25-1879568 101 PENNSYLVANIA BLVD · PITTSBURGH, PA 152282222 | Advisory (Participants) | $14,016 |
TWO WEST CAPITAL ADVISORS2 years Service code 13 · EIN 27-3055170 4551 WEST 107TH STREET, THIRD FLOOR · OVERLAND, KS 66207 | Contract Administrator | $10,235 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,944 | $65,322-6.7% | $70,476-13.5% | $73,493-17.1% |
| Participation rate | 97.5% | 77.0%+20.6pp | 75.1%+22.5pp | 70.7%+26.8pp |
| Annual return | 13.56% | 15.71%-2.2pp | 109.12%-95.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,509 | $2,460-38.7% | $2,738-44.9% | $2,270-33.5% |
| Participant deferral / active EE | $1,138 | $3,375-66.3% | $3,710-69.3% | $3,740-69.6% |
| Admin fee / account holder | $149 | $214-30.5% | $3,847-96.1% | $513-71.0% |