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| Provider | Service type | Compensation |
|---|---|---|
WEST CAPITAL MANAGEMENT1 year Service code 26 · EIN 23-2760718 | Advisory (Participants) | $19,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,512 | $59,535-50.4% | $90,162-67.3% | $62,293-52.6% |
| Participation rate | 60.8% | 73.0%-12.3pp | 76.9%-16.1pp | 69.5%-8.7pp |
| Annual return | 10.07% | 23.53%-13.5pp | 34.88%-24.8pp | 28.90%-18.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,314 | $4,639-50.1% | $5,287-56.2% | $3,169-27.0% |
| Admin fee / account holder | $235 | $337-30.3% | $5,943-96.1% | $479-51.0% |