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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 26 · EIN 27-3055170 | Advisory (Participants) | $24,279 |
TIAA4 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $14,155 |
COULTER & JUSTUS3 years Service code 10 · EIN 62-1532536 | Accounting | $8,000 |
PENTEGRA SERVICES, INC.3 years Service code 14 · EIN 13-3745616 | Plan Administrator | $7,745 |
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 | $61,473 | $47,479+29.5% | $62,929-2.3% | $82,448-25.4% |
| Participation rate | 96.6% | 66.9%+29.7pp | 73.1%+23.4pp | 68.1%+28.5pp |
| Annual return | 16.46% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $915 | $1,885-51.5% | $2,505-63.5% | $2,551-64.2% |
| Participant deferral / active EE | $3,669 | $2,870+27.8% | $3,888-5.6% | $4,139-11.4% |
| Admin fee / account holder | $185 | $3,804-95.1% | $5,065-96.3% | $7,234-97.4% |