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| Provider | Service type | Compensation |
|---|---|---|
KINWELL LLC3 years Service code 27 · EIN 82-2977833 | Advisory (Plan) | $105,663 |
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 | Other services; Participant loan proc... | $71,616 |
THE FINWAY GROUP1 year Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $44,789 |
HEALTHEQUITY RETIREMENT SERVICES4+ years Service code 12 · EIN 82-1222973 | Participant loan processing; Other fe... | $39,805 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,953 |
Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 99 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Other Fees | $7,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,560 | $48,166-55.2% | $96,572-77.7% | $93,010-76.8% |
| Participation rate | 58.3% | 65.1%-6.8pp | 69.8%-11.6pp | 73.9%-15.6pp |
| Annual return | 21.69% | 21.31%+0.4pp | 37.79%-16.1pp | 158.70%-137.0pp |
| Employer contribution / active EE | $884 | $1,070-17.4% | $2,357-62.5% | $2,705-67.3% |
| Participant deferral / active EE | $2,563 | $2,576-0.5% | $3,850-33.4% | $4,561-43.8% |
| Admin fee / account holder | $169 | $110+53.4% | $6,183-97.3% | $152+11.5% |