Retirement plan

TCF 401(K) PLAN

Name: TULSA COMMUNITY FOUNDATION - TCF 401(K) PLAN (2018) Form 5500
Creator: TULSA COMMUNITY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TCF 401(K) PLAN, TULSA COMMUNITY FOUNDATION

TULSA COMMUNITY FOUNDATIONEIN 73-1554474Plan #002PY 2018

7030 S YALE AVE, STE 600 - TULSA, OK 74136918-591-2416tulsacf.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$7.5M

+14.0% from 2017

Total participants

165

+27.9% from 2017

Average account balance

$45,548

-27.5% from 2017

Annual return

0.27%

-17.99 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$31.45M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

788

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.

99.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.22M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+21.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
BOKF, NA2 years Service code 19 · EIN 73-0780382	Securities Custodian	$11,972

Plan features & details

Pension benefit codes2E2F2G2J3H3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12K

$86 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.157%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HOGAN TAYLOR LLP
Auditor EIN: 731413977
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,548

$44,873+1.5%

$79,467-42.7%

$56,289-19.1%

Participation rate

100.0%

68.7%+31.3pp

73.3%+26.7pp

69.9%+30.1pp

Annual return

0.27%

0.81%-0.5pp

718.30%-718.0pp

-9.96%+10.2pp

Employer contribution / active EE

$4,650

$2,140+117.3%

$2,800+66.1%

$2,111+120.3%

Participant deferral / active EE

$3,035

$2,746+10.5%

$3,704-18.1%

$3,350-9.4%

Admin fee / account holder

$72

$418-82.9%

$5,104-98.6%

$521-86.2%

Provider

Service type

Compensation

BOKF, NA2 years

Service code 19 · EIN 73-0780382

Securities Custodian

$11,972

TCF 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TCF 401(K) 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