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| Provider | Service type | Compensation |
|---|---|---|
FIRST WESTERN TRUST BANK4 years Filed as: FIRST WESTERN TRUST Service code 27 · EIN 42-0240142 | Advisory (Plan) | $50,442 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,653 |
Filed as: HUNTER BENEFITS CONSULTING GROUP, I Service code 49 | Other Services | $21,285 |
DWC CPAS ADVISORS1 year Filed as: DWC CPAS AND ADVISORS Service code 10 · EIN 84-0795096 | Accounting | $15,800 |
Filed as: HUNTER BENEFITS CONSULTING GROUP IN Service code 49 · EIN 36-4430093 | Other Services | $0 |
MORNINGSTAR2 years Filed as: MORNING INVESTMENT MANAGERMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,526 | $81,557+89.5% | $123,973+24.6% | $65,191+137.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 4.92% | 11.45%-6.5pp | 388.13%-383.2pp | 51.24%-46.3pp |
| Employer contribution / active EE | $7,781 | $4,637+67.8% | $4,126+88.6% | $2,400+224.2% |
| Participant deferral / active EE | $4,830 | $2,628+83.8% | $5,247-7.9% | $2,671+80.8% |
| Admin fee / account holder | $214 | $1,040-79.4% | $11,799-98.2% | $907-76.4% |