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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS5 years Service code 13 · EIN 27-3055170 1582 N. 1060 RD · LAWRENCE, KS 66046 | Contract Administrator | $25,879 |
Filed as: ABSOLUTE CAPITAL MANAGEMENT, LLC Service code 26 · EIN 25-1879568 101 PENNSYLVANIA BLVD · PITTSBURG, PA 152282222 | Advisory (Participants) | $15,843 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND Service code 13 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Contract Administrator | $10,576 |
PENTEGRA SERVICES, INC.1 year Service code 50 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106043027 | Direct Payment | $10,340 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9717 COGDILL RD STE 201 · KNOXVILLE, TN 37932 | Accounting | $6,000 |
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 | $59,507 | $65,582-9.3% | $64,101-7.2% | $71,511-16.8% |
| Participation rate | 95.5% | 73.2%+22.3pp | 72.3%+23.1pp | 67.9%+27.5pp |
| Annual return | 13.37% | 18.96%-5.6pp | 33.72%-20.4pp | 28.86%-15.5pp |
| Employer contribution / active EE | $1,875 | $2,671-29.8% | $2,749-31.8% | $2,589-27.6% |
| Participant deferral / active EE | $1,653 | $3,628-54.4% | $3,881-57.4% | $4,291-61.5% |
| Admin fee / account holder | $222 | $616-64.0% | $3,070-92.8% | $1,588-86.0% |