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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,473 | $48,795+26.0% | $65,493-6.1% | $84,808-27.5% |
| Participation rate | 96.6% | 67.0%+29.6pp | 73.1%+23.5pp | 68.3%+28.2pp |
| Annual return | 16.46% | 20.20%-3.7pp | 982.45%-966.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $915 | $1,930-52.6% | $2,574-64.5% | $2,631-65.2% |
| Participant deferral / active EE | $3,669 | $2,928+25.3% | $3,961-7.4% | $4,212-12.9% |
| Admin fee / account holder | $185 | $3,877-95.2% | $5,028-96.3% | $7,344-97.5% |