Retirement plan

TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN

Name: TILLAMOOK ESTUARIES PARTNERSHIP - TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN (2020) 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 2020

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$587K

+14.4% from 2019

Total participants

0.0% from 2019

Average account balance

$53,405

+14.4% from 2019

Annual return

5.96%

+0.30 pp from 2019

Benchmarks

See 120,796 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,796 peers

Snapshot2020

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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$545 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.557%

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

$53,405

$165,351-67.7%

$149,710-64.3%

$158,931-66.4%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

5.96%

348.19%-342.2pp

276.63%-270.7pp

302.86%-296.9pp

Employer contribution / active EE

$4,322

$5,103-15.3%

$4,645-6.9%

$4,761-9.2%

Participant deferral / active EE

$3,439

$7,181-52.1%

$6,842-49.7%

$5,982-42.5%

Admin fee / account holder

$297

$10,807-97.2%

$9,309-96.8%

$11,247-97.4%

TILLAMOOK ESTUARIES PARTNERSHIP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TILLAMOOK ESTUARIES PARTNERSHIP 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