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| Provider | Service type | Compensation |
|---|---|---|
THE FINWAY GROUP3 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $300,287 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $210,061 |
KINWELL LLC5 years Service code 27 · EIN 82-2977833 1630 MEETING ST. STE. 203 · CHARLESTON, SC 29405 | Advisory (Plan) | $65,641 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 99 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Other Fees | $27,431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,972 | $44,626-53.0% | $86,235-75.7% | $80,169-73.8% |
| Participation rate | 79.2% | 63.5%+15.7pp | 69.0%+10.2pp | 72.9%+6.3pp |
| Annual return | 29.24% | 19.61%+9.6pp | 1170.03%-1140.8pp | 40.39%-11.2pp |
| Employer contribution / active EE | $1,258 | $1,099+14.5% | $2,381-47.2% | $2,978-57.8% |
| Participant deferral / active EE | $4,137 | $2,769+49.4% | $3,987+3.8% | $5,016-17.5% |
| Admin fee / account holder | $185 | $133+38.9% | $6,856-97.3% | $145+27.6% |