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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEEST CAPITAL ADVISORS Service code 13 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Contract Administrator | $38,842 |
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $24,044 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 | Plan Administrator | $4,560 |
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 | $66,571 | $65,322+1.9% | $70,494-5.6% | $73,497-9.4% |
| Participation rate | 98.4% | 77.0%+21.4pp | 75.1%+23.3pp | 70.7%+27.7pp |
| Annual return | 12.89% | 15.71%-2.8pp | 109.16%-96.3pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,805 | $2,460+54.7% | $2,738+39.0% | $2,270+67.6% |
| Participant deferral / active EE | $3,088 | $3,375-8.5% | $3,711-16.8% | $3,740-17.4% |
| Admin fee / account holder | $149 | $214-30.4% | $3,848-96.1% | $513-70.9% |