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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS6 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $24,341 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $12,396 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 5350 77 CENTER DR., STE. 200 · CHARLOTTE, NC 282172783 | Plan Administrator | $10,505 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 9717 COGDILL ROAD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $5,800 |
Filed as: AMERICAN UNITED LIFE INS. CO. Service code 15 · EIN 35-0145825 P.O. BOX 368 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $47 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,207 | $61,272-24.6% | $149,673-69.1% | $71,457-35.3% |
| Participation rate | 89.4% | 62.5%+26.9pp | 78.8%+10.6pp | 67.9%+21.5pp |
| Annual return | 15.07% | 35.85%-20.8pp | 134.42%-119.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $2,646 | $2,378+11.2% | $4,818-45.1% | $2,588+2.2% |
| Participant deferral / active EE | $4,288 | $2,917+47.0% | $5,680-24.5% | $4,2890% |
| Admin fee / account holder | $287 | $1,261-77.2% | $13,210-97.8% | $1,587-81.9% |