Retirement plan

TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN

Name: TILLAMOOK ESTUARIES PARTNERSHIP - TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN (2017) Form 5500
Creator: TILLAMOOK ESTUARIES PARTNERSHIP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN, TILLAMOOK ESTUARIES PARTNERSHIP

TILLAMOOK ESTUARIES PARTNERSHIPEIN 02-0584357Plan #001PY 2017

613 COMMERCIAL STREET - GARIBALDI, OR 97118503-322-2222tbnep.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$405K

+24.2% from 2016

Total participants

+25.0% from 2016

Average account balance

$44,969

+10.4% from 2016

Annual return

14.53%

+13.58 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$125K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$512

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 codes2E2F2G2J3D

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.
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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$44,969

$150,447-70.1%

$136,298-67.0%

$147,586-69.5%

Participation rate

83.3%

84.4%-1.1pp

81.9%+1.4pp

82.8%+0.5pp

Annual return

14.53%

1049.15%-1034.6pp

5156.27%-5141.7pp

578.59%-564.1pp

Employer contribution / active EE

$3,396

$5,256-35.4%

$4,696-27.7%

$4,876-30.4%

Participant deferral / active EE

$1,883

$6,631-71.6%

$6,247-69.9%

$5,439-65.4%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion