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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS4 years Service code 13 · EIN 27-3055170 1582 N. 1060 RD · LAWRENCE, KS 66046 | Contract Administrator | $24,311 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT, LLC Service code 26 · EIN 25-1879568 101 PENNSYLVANIA BLVD · PITTSBURG, PA 152282222 | Advisory (Participants) | $15,248 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES LLC Service code 50 · EIN 62-1874769 6501 DEANE HILL DR. · KNOXVILLE, TN 379196006 | Direct Payment | $13,776 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND Service code 13 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Contract Administrator | $12,191 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL RD STE 201 · KNOXVILLE, TN 37932 | Accounting | $9,000 |
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 | $55,583 | $60,989-8.9% | $60,906-8.7% | $66,938-17.0% |
| Participation rate | 94.2% | 74.5%+19.7pp | 73.1%+21.1pp | 69.8%+24.4pp |
| Annual return | -11.40% | -9.60%-1.8pp | 16.94%-28.3pp | 1.58%-13.0pp |
| Employer contribution / active EE | $1,786 | $2,661-32.9% | $2,703-33.9% | $2,545-29.8% |
| Participant deferral / active EE | $1,416 | $3,615-60.8% | $3,814-62.9% | $4,238-66.6% |
| Admin fee / account holder | $239 | $338-29.4% | $3,227-92.6% | $594-59.8% |