Retirement plan

THE LOON PRESERVATION COMMITTEE 403(B) DC PLAN

Name: THE LOON PRESERVATION COMMITTEE - THE LOON PRESERVATION COMMITTEE 403(B) DC PLAN (2018) Form 5500
Creator: THE LOON PRESERVATION COMMITTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LOON PRESERVATION COMMITTEE 403(B) DC PLAN, THE LOON PRESERVATION COMMITTEE

THE LOON PRESERVATION COMMITTEEEIN 02-0451944Plan #001PY 2018

183 LEES MILL ROAD, P. O. BOX 604 - MOULTONBOROUGH, NH 03254603-476-5666loon.orgLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$20K

No prior year

Total participants

No prior year

Average account balance

$4,065

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 335 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort335 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$527K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$84K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+19.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2L2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$2K

$473 / participant

Other / not subdivided$2K100.0%

% of EOY assets

9.303%

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

$4,065

$56,682-92.8%

$135,379-97.0%

Participation rate

75.0%

68.0%+7.0pp

82.6%-7.6pp

Annual return

0.00%

2615.76%-2615.8pp

519.79%-519.8pp

Employer contribution / active EE

$2,777

$2,734+1.6%

$4,779-41.9%

Participant deferral / active EE

$2,777

$3,704-25.0%

$5,609-50.5%

Admin fee / account holder

$378

$1,580-76.1%

$10,828-96.5%

THE LOON PRESERVATION COMMITTEE 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LOON PRESERVATION COMMITTEE 403(B) DC 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