Filed February 20, 2008
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 |
|---|---|---|
TFB ADVISORS, LLC2 years Filed as: TFB ADVISORS,LLC Service code 51 · EIN 88-2289092 4801 W. 110TH ST. STE 200 · OVERLAND PARK, KS 66211 | Investment Mgmt Fees | $97,290 |
TAX FAVORED BENEFITS, INC.7 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $6,075 |
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,554 | $88,203+58.2% | $165,100-15.5% | $74,478+87.4% |
| Participation rate | 89.0% | 73.1%+15.8pp | 78.6%+10.3pp | 67.2%+21.7pp |
| Annual return | 20.97% | 17.13%+3.8pp | 70.21%-49.2pp | 1370.56%-1349.6pp |
| Employer contribution / active EE | $1,252 | $2,601-51.9% | $4,348-71.2% | $2,626-52.3% |
| Participant deferral / active EE | $7,101 | $4,505+57.6% | $6,035+17.7% | $4,350+63.2% |
| Admin fee / account holder | $561 | $2,235-74.9% | $12,696-95.6% | $1,946-71.2% |