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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEEST CAPITAL ADVISORS Service code 13 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Contract Administrator | $39,211 |
TIAA4 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $23,236 |
TAG RESOURCES, LLC2 years Service code 14 · EIN 62-1874769 | Plan Administrator | $20,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,062 | $74,706-8.9% | $75,714-10.1% | $79,391-14.3% |
| Participation rate | 96.2% | 75.3%+20.9pp | 74.8%+21.4pp | 70.7%+25.5pp |
| Annual return | 9.67% | 18.52%-8.8pp | 104.62%-94.9pp | 116.88%-107.2pp |
| Employer contribution / active EE | $3,312 | $2,590+27.9% | $2,744+20.7% | $2,428+36.4% |
| Participant deferral / active EE | $4,183 | $3,533+18.4% | $3,820+9.5% | $4,046+3.4% |
| Admin fee / account holder | $194 | $374-48.1% | $3,619-94.6% | $627-69.0% |