Filed April 22, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $45,140 |
TIAA1 year Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $23,279 |
TWO WEST CAPITAL ADVISORS3 years Service code 28 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Investment Management | $14,681 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 11 · EIN 44-0160260 14241 DALLAS PKWY, STE. 1100 · DALLAS, TX 752542961 | Actuarial | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,346 | $91,710-69.1% | $67,560-58.0% | $77,762-63.5% |
| Participation rate | 95.2% | 76.0%+19.2pp | 72.9%+22.3pp | 70.6%+24.6pp |
| Annual return | 12.21% | 14.88%-2.7pp | 3533.50%-3521.3pp | 31.27%-19.1pp |
| Employer contribution / active EE | $3,871 | $3,187+21.5% | $2,737+41.5% | $2,728+41.9% |
| Participant deferral / active EE | $2,711 | $3,911-30.7% | $4,004-32.3% | $4,651-41.7% |
| Admin fee / account holder | $65 | $245-73.7% | $3,994-98.4% | $433-85.1% |