Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS5 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $8,357 |
COULTER & JUSTUS2 years Service code 10 · EIN 62-1532536 9717 COGDILL RD, STE. 201 · KNOXVILLE, TN 37932 | Accounting | $6,750 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE. STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $6,584 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $2,686 |
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 | $36,260 | $48,337-25.0% | $67,560-46.3% | $80,959-55.2% |
| Participation rate | 98.9% | 66.4%+32.4pp | 72.9%+25.9pp | 67.7%+31.2pp |
| Annual return | 10.21% | 18.26%-8.1pp | 3533.50%-3523.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,089 | $2,023-46.2% | $2,737-60.2% | $2,757-60.5% |
| Participant deferral / active EE | $4,231 | $2,928+44.5% | $4,004+5.7% | $4,300-1.6% |
| Admin fee / account holder | $172 | $3,695-95.3% | $3,994-95.7% | $6,925-97.5% |