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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS4 years Service code 28 · EIN 27-3055170 | Investment Management | $21,476 |
TAG RESOURCES, LLC2 years Service code 14 · EIN 62-1874769 | Plan Administrator | $12,885 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,738 |
AUL1 year Service code 15 · EIN 35-0145825 P.O. BOX 368 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $48 |
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 | $40,419 | $61,166-33.9% | $185,837-78.3% | $79,393-49.1% |
| Participation rate | 86.5% | 66.6%+19.9pp | 81.7%+4.8pp | 70.7%+15.8pp |
| Annual return | 12.75% | 19.45%-6.7pp | 122.08%-109.3pp | 116.87%-104.1pp |
| Employer contribution / active EE | $2,126 | $2,321-8.4% | $5,168-58.9% | $2,428-12.4% |
| Participant deferral / active EE | $3,232 | $2,789+15.9% | $5,568-42.0% | $4,046-20.1% |
| Admin fee / account holder | $227 | $710-68.0% | $16,241-98.6% | $627-63.8% |