Retirement plan

ALOHA FOUNDATION EMPLOYEES RETIREMENT PLAN

Name: ALOHA FOUNDATION, INC. - ALOHA FOUNDATION EMPLOYEES RETIREMENT PLAN (2017) Form 5500
Creator: ALOHA FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALOHA FOUNDATION EMPLOYEES RETIREMENT PLAN, ALOHA FOUNDATION, INC.

ALOHA FOUNDATION, INC.EIN 03-6016791Plan #002PY 2017

2968 LAKE MOREY ROAD - FAIRLEE, VT 05045802-333-3400alohafoundation.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$5.3M

+18.5% from 2016

Total participants

+6.8% from 2016

Average account balance

$124,317

+2.0% from 2016

Annual return

16.76%

+10.52 pp from 2016

Benchmarks

See 2,983 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort2,983 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.37M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

102.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$246K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+11.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5496

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 codes2E2F2G2J2T3D

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.

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

$290K

$7431 / participant

Other / not subdivided$290K100.0%

% of EOY assets

5.422%

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

$124,317

$35,183+253.3%

$73,550+69.0%

$70,126+77.3%

Participation rate

89.7%

42.9%+46.8pp

54.9%+34.8pp

69.5%+20.2pp

Annual return

16.76%

26.90%-10.1pp

-15.16%+31.9pp

73.15%-56.4pp

Employer contribution / active EE

$3,467

$709+389.2%

$1,219+184.4%

$2,343+48.0%

Participant deferral / active EE

$5,985

$1,220+390.6%

$1,804+231.7%

$3,332+79.6%

Admin fee / account holder

$6,740

$2,302+192.8%

$2,320+190.6%

$4,645+45.1%

ALOHA FOUNDATION EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALOHA FOUNDATION EMPLOYEES RETIREMENT 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