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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS3 years Service code 28 · EIN 27-3055170 | Investment Management | $16,783 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 | Plan Administrator | $10,070 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $8,391 |
Filed as: AMERICAN UNITED LIFE Service code 15 · EIN 35-0145825 | Recordkeeping | $44 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,075 | $58,895-25.2% | $178,503-75.3% | $73,497-40.0% |
| Participation rate | 68.9% | 66.2%+2.6pp | 81.9%-13.1pp | 70.7%-1.8pp |
| Annual return | 15.30% | 24.86%-9.6pp | 151.12%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,666 | $2,236-25.5% | $5,011-66.7% | $2,270-26.6% |
| Participant deferral / active EE | $2,687 | $2,567+4.7% | $5,202-48.3% | $3,740-28.1% |
| Admin fee / account holder | $237 | $400-40.8% | $13,987-98.3% | $513-53.8% |