See peer percentile detail. $4.99 for your first month.
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,526 | $92,224+67.6% | $105,223+46.9% | $79,634+94.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 4.92% | 88.65%-83.7pp | 180.65%-175.7pp | 36.46%-31.5pp |
| Employer contribution / active EE | $7,781 | $3,965+96.3% | $3,689+111.0% | $2,529+207.7% |
| Participant deferral / active EE | $4,830 | $3,834+26.0% | $5,072-4.8% | $3,835+26.0% |
| Admin fee / account holder | $214 | $1,121-80.9% | $8,859-97.6% | $1,002-78.6% |