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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 13 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Contract Administrator | $48,196 |
TIAA7 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $20,979 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE.320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $12,574 |
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 | $71,317 | $69,774+2.2% | $67,561+5.6% | $74,429-4.2% |
| Participation rate | 97.3% | 71.4%+25.9pp | 72.9%+24.3pp | 67.2%+30.0pp |
| Annual return | 12.18% | -40.53%+52.7pp | 3525.44%-3513.3pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $4,778 | $2,710+76.3% | $2,735+74.7% | $2,625+82.0% |
| Participant deferral / active EE | $4,062 | $3,636+11.7% | $4,003+1.5% | $4,348-6.6% |
| Admin fee / account holder | $199 | $890-77.6% | $4,006-95.0% | $1,944-89.8% |