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| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS2 years Service code 50 · EIN 27-3055170 10975 BENSON DR, STE 560 · OVERLAND PARK, KS 662101569 | Direct Payment | $6,677 |
TAG RESOURCES, LLC2 years Filed as: TAG RESOURCES Service code 14 · EIN 62-1874769 6501 DEANE HILL DR · KNOXVILLE, TN 37919 | Plan Administrator | $5,528 |
TIAA2 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $1,307 |
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 | $23,302 | $53,837-56.7% | $75,714-69.2% | $85,847-72.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 12.17% | 24.54%-12.4pp | 104.62%-92.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $896 | $2,017-55.6% | $2,744-67.3% | $2,565-65.1% |
| Participant deferral / active EE | $2,757 | $2,895-4.8% | $3,820-27.8% | $3,952-30.2% |
| Admin fee / account holder | $67 | $3,339-98.0% | $3,619-98.1% | $6,261-98.9% |