Retirement plan

MURIEL MCBRIEN KAUFFMAN FOUNDATION TAX DEFERRED ANNUITY PLAN

Name: MURIEL MCBRIEN KAUFFMAN FOUNDATION - MURIEL MCBRIEN KAUFFMAN FOUNDATION TAX DEFERRED ANNUITY PLAN (2018) Form 5500
Creator: MURIEL MCBRIEN KAUFFMAN FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MURIEL MCBRIEN KAUFFMAN FOUNDATION TAX DEFERRED ANNUITY PLAN, MURIEL MCBRIEN KAUFFMAN FOUNDATION

MURIEL MCBRIEN KAUFFMAN FOUNDATIONEIN 43-1460787Plan #001PY 2018

4801 ROCKHILL RD - KANSAS CITY, MO 641102046816-932-1000murielmcbrienkauffmanfoundation.orgLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$2.3M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

-3.9% from 2017

Total participants

-12.5% from 2017

Average account balance

$382,674

+12.1% from 2017

Annual return

-7.93%

-28.55 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.33M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$667K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.70%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$265

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2L2M2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$26K

$4356 / participant

Other / not subdivided$26K100.0%

% of EOY assets

1.138%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$382,674

$90,606+322.4%

$79,466+381.6%

$135,379+182.7%

Participation rate

83.3%

76.0%+7.3pp

73.3%+10.0pp

82.6%+0.7pp

Annual return

-7.93%

977.69%-985.6pp

718.28%-726.2pp

519.79%-527.7pp

Employer contribution / active EE

$2,968

$3,068-3.3%

$2,800+6.0%

$4,779-37.9%

Participant deferral / active EE

$17,474

$4,050+331.4%

$3,704+371.8%

$5,609+211.5%

Admin fee / account holder

$4,356

$5,895-26.1%

$5,104-14.6%

$10,828-59.8%

MURIEL MCBRIEN KAUFFMAN FOUNDATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MURIEL MCBRIEN KAUFFMAN FOUNDATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion