Filed February 4, 2005 (most recent of 2 filings on file)
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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS5 years Service code 28 · EIN 27-3055170 1582 N. 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $62,583 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $50,519 |
PENTEGRA SERVICES, INC.2 years Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE., STE. 320E · WHITE PLAINS, NY 106013027 | Plan Administrator | $22,280 |
COULTER & JUSTUS5 years Service code 11 · EIN 62-1532536 9717 COGDILL ROAD, STE. 201 · KNOXVILLE, TN 37932 | Actuarial | $6,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,368 | $69,708+95.6% | $67,560+101.8% | $74,478+83.1% |
| Participation rate | 93.7% | 71.4%+22.3pp | 72.9%+20.8pp | 67.2%+26.5pp |
| Annual return | 11.49% | -40.67%+52.2pp | 3533.50%-3522.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $3,429 | $2,715+26.3% | $2,737+25.3% | $2,626+30.6% |
| Participant deferral / active EE | $6,533 | $3,637+79.6% | $4,004+63.2% | $4,350+50.2% |
| Admin fee / account holder | $279 | $887-68.5% | $3,994-93.0% | $1,946-85.7% |