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Company:
Kansas University Endowment Association
Plan:
KU Endowment Association Employees 401k Plan
 

Kansas University Endowment Association

72 Plan: KU Endowment Association Employees 401k Plan

 
 
72
8
54
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 15 point difference between this plan's BrightScope Rating (72) and the top rated plan (87) could equate to:
[How is this calculated?]
9 additional years of work
Up to $51,900 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

KU Endowment Association Employees 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 72, placing it in the top 15% of all plans in its peer group. This plan is also in the top 35% of plans for Participation Rate and Total Plan Cost. KU Endowment Association Employees 401k Plan currently has over 100 active participants and over $4.1M in plan assets.

 

 Retirement Plan Details

Address 1891 Constant Avenue
Lawrence, KS 66047-3743 
Industry Educational Services
Administrator Jeffrey W. Davis
Net Plan Assets $4,060,000
Total Participants 190
Avg Account Balance $21,000

 Top 3 Funds in this 401k

1. Wellington Management Target 2030 17%
2. Wellington Management Target 2040 10%
3. Wellington Management Target 2020 8%

  Plan Service Providers

Auditor Pickett, Chaney & McMullen, LLP
Corporate Trustee Reliance Trust Company

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