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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP2 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $187,571 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $112,098 |
KINWELL LLC4 years Service code 27 · EIN 82-2977833 | Advisory (Plan) | $59,756 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 99 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Other Fees | $19,039 |
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 | $18,296 | $39,973-54.2% | $79,583-77.0% | $77,906-76.5% |
| Participation rate | 82.1% | 64.6%+17.5pp | 69.5%+12.6pp | 73.7%+8.4pp |
| Annual return | -7.30% | 3.42%-10.7pp | 0.16%-7.5pp | 12.16%-19.5pp |
| Employer contribution / active EE | $1,391 | $1,088+27.8% | $2,414-42.4% | $2,846-51.1% |
| Participant deferral / active EE | $4,662 | $2,774+68.1% | $3,986+17.0% | $4,805-3.0% |
| Admin fee / account holder | $129 | $113+14.0% | $6,835-98.1% | $133-2.9% |