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| 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 | $48,314-24.9% | $67,561-46.3% | $80,925-55.2% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.7%+31.2pp |
| Annual return | 10.21% | 18.28%-8.1pp | 3525.44%-3515.2pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,089 | $2,022-46.2% | $2,735-60.2% | $2,756-60.5% |
| Participant deferral / active EE | $4,231 | $2,927+44.6% | $4,003+5.7% | $4,299-1.6% |
| Admin fee / account holder | $172 | $3,690-95.3% | $4,006-95.7% | $6,940-97.5% |