Filed February 11, 2011 (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 ADVISORS7 years Service code 49 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Other Services | $26,979 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 379196006 | Plan Administrator | $13,489 |
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $12,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,387 | $60,989-22.3% | $60,899-22.2% | $66,930-29.2% |
| Participation rate | 94.3% | 74.5%+19.8pp | 73.1%+21.2pp | 69.8%+24.5pp |
| Annual return | -13.12% | -9.60%-3.5pp | 16.92%-30.0pp | 1.57%-14.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,702-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,614 | $3,6150% | $3,817-5.3% | $4,238-14.7% |
| Admin fee / account holder | $106 | $338-68.8% | $3,225-96.7% | $593-82.2% |