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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS5 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $21,696 |
TAG RESOURCES, LLC3 years Service code 14 · EIN 62-1874769 | Plan Administrator | $13,017 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,848 |
AUL2 years Service code 15 · EIN 35-0145825 P.O. BOX 368 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $46 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,072 | $65,092-43.0% | $143,799-74.2% | $66,938-44.6% |
| Participation rate | 90.1% | 65.2%+24.9pp | 80.3%+9.8pp | 69.8%+20.3pp |
| Annual return | -13.81% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,271 | $2,362-3.8% | $4,952-54.1% | $2,545-10.8% |
| Participant deferral / active EE | $3,924 | $2,920+34.4% | $5,638-30.4% | $4,238-7.4% |
| Admin fee / account holder | $256 | $502-49.0% | $14,677-98.3% | $594-56.8% |