Retirement plan

LEAN ENTERPRISE INSTITUTE, INC. 401(K) PLAN

Name: LEAN ENTERPRISE INSTITUTE, INC. - LEAN ENTERPRISE INSTITUTE, INC. 401(K) PLAN (2018) Form 5500
Creator: LEAN ENTERPRISE INSTITUTE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEAN ENTERPRISE INSTITUTE, INC. 401(K) PLAN, LEAN ENTERPRISE INSTITUTE, INC.

LEAN ENTERPRISE INSTITUTE, INC.EIN 04-3382623Plan #001PY 2018

215 FIRST STREET, SUITE 300 - CAMBRIDGE, MA 02142617-871-2900lean.orgLinkedIn11-50 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.5M

+22.3% from 2017

Total participants

+17.9% from 2017

Average account balance

$97,294

+3.7% from 2017

Annual return

9.75%

-5.92 pp from 2017

Benchmarks

See 3,833 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,833 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.04M

Not enough data

1 years with asset history on file

Average account balance

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

$109K

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.

233.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$264K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+14.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40787

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 codes2E2G2J2R3D2F

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12K

$376 / participant

Other / not subdivided$12K100.0%

% of EOY assets

0.261%

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

$97,294

$43,338+124.5%

$59,887+62.5%

$64,173+51.6%

Participation rate

100.0%

69.2%+30.8pp

74.7%+25.3pp

69.6%+30.4pp

Annual return

9.75%

-1.55%+11.3pp

3.46%+6.3pp

7.63%+2.1pp

Employer contribution / active EE

$6,877

$2,030+238.8%

$2,722+152.6%

$2,381+188.9%

Participant deferral / active EE

$8,325

$2,547+226.8%

$3,402+144.7%

$3,470+139.9%

Admin fee / account holder

$253

$3,007-91.6%

$3,591-92.9%

$4,887-94.8%

LEAN ENTERPRISE INSTITUTE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEAN ENTERPRISE INSTITUTE, INC. 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