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, LLC1 year Filed as: TFB ADVISORS,LLC Service code 51 · EIN 88-2289092 | Investment Mgmt Fees | $70,268 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,926 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS ADVISORY SERVICES, LLC Service code 51 · EIN 84-4383499 5900 O STREET · LINCOLN, NE 68501 | Investment Mgmt Fees | $16,815 |
TAX FAVORED BENEFITS, INC.6 years Service code 13 · EIN 48-0912395 4801 W 110TH ST · OVERLAND PARK, KS 66211 | Contract Administrator | $6,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,467 | $83,090+46.2% | $130,062-6.6% | $71,529+69.8% |
| Participation rate | 89.5% | 74.1%+15.4pp | 78.5%+11.0pp | 67.9%+21.6pp |
| Annual return | 6.40% | 20.61%-14.2pp | -137.37%+143.8pp | 28.97%-22.6pp |
| Employer contribution / active EE | $1,339 | $2,624-49.0% | $4,322-69.0% | $2,590-48.3% |
| Participant deferral / active EE | $7,329 | $4,436+65.2% | $5,821+25.9% | $4,291+70.8% |
| Admin fee / account holder | $495 | $1,727-71.3% | $10,601-95.3% | $1,588-68.8% |