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 Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $36,028 |
TWO WEST CAPITAL ADVISORS4 years Service code 28 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Investment Management | $26,465 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUIT 320E · WHITE PLAINS, NC 106043027 | Plan Administrator | $26,125 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 14241 DALLAS PKWY, STE. 1100 · DALLAS, TX 752542961 | Accounting | $21,525 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,854 | $96,018-63.7% | $65,493-46.8% | $85,563-59.3% |
| Participation rate | 96.5% | 74.8%+21.7pp | 73.1%+23.4pp | 66.0%+30.6pp |
| Annual return | 15.20% | 14.51%+0.7pp | 982.45%-967.2pp | 31.51%-16.3pp |
| Employer contribution / active EE | $4,087 | $3,235+26.3% | $2,574+58.8% | $2,654+54.0% |
| Participant deferral / active EE | $2,843 | $4,055-29.9% | $3,961-28.2% | $4,375-35.0% |
| Admin fee / account holder | $67 | $271-75.4% | $5,028-98.7% | $834-92.0% |