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 |
|---|---|---|
TIAA2 years Service code 22 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Insurance Broker | $32,621 |
Filed as: TWO EST CAPITAL ADVISORS Service code 15 · EIN 27-3055170 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Recordkeeping | $5,343 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,755 | $94,833-75.0% | $75,714-68.6% | $86,821-72.6% |
| Participation rate | 94.2% | 79.1%+15.1pp | 74.8%+19.4pp | 72.3%+22.0pp |
| Annual return | 14.30% | 16.91%-2.6pp | 104.62%-90.3pp | 97.94%-83.6pp |
| Employer contribution / active EE | $3,355 | $2,904+15.5% | $2,744+22.3% | $2,406+39.4% |
| Participant deferral / active EE | $2,230 | $3,632-38.6% | $3,820-41.6% | $4,132-46.0% |
| Admin fee / account holder | $35 | $109-67.4% | $3,619-99.0% | $170-79.1% |