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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP4 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $346,657 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $313,516 |
KINWELL LLC6 years Service code 27 · EIN 82-2977833 1630 MEETING ST. STE. 203 · CHARLESTON, SC 29405 | Advisory (Plan) | $74,081 |
TWO WEST CAPITAL ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 99 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Other Fees | $38,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,816 | $48,744+207.4% | $93,727+59.8% | $200,096-25.1% |
| Participation rate | 16.3% | 63.7%-47.4pp | 68.7%-52.4pp | 72.0%-55.7pp |
| Annual return | 17.51% | 15.36%+2.1pp | 133.83%-116.3pp | 34.26%-16.8pp |
| Employer contribution / active EE | $1,481 | $1,140+29.9% | $2,421-38.8% | $3,038-51.2% |
| Participant deferral / active EE | $5,299 | $2,825+87.6% | $4,417+20.0% | $5,090+4.1% |
| Admin fee / account holder | $842 | $195+331.6% | $8,292-89.8% | $269+212.8% |