Retirement plan

NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION PLAN

Name: NORCROSS WILDLIFE FOUNDATION, INC. - NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION PLAN (2017) Form 5500
Creator: NORCROSS WILDLIFE FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION PLAN, NORCROSS WILDLIFE FOUNDATION, INC.

NORCROSS WILDLIFE FOUNDATION, INC.EIN 13-2041622Plan #003PY 2017

250 WEST 88TH STREET, UNIT 806 - NEW YORK, NY 10024212-362-4831norcrosswildlife.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$1.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$936K

-26.3% from 2016

Total participants

-23.1% from 2016

Average account balance

$93,553

-4.2% from 2016

Annual return

12.26%

+4.88 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$65K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-3.34%

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 codes2E3D2G2F2T

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.
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

$565K

$56516 / participant

Other / not subdivided$565K100.0%

% of EOY assets

60.411%

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

$93,553

$99,011-5.5%

$86,582+8.1%

$147,586-36.6%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.26%

1312.75%-1300.5pp

965.08%-952.8pp

578.59%-566.3pp

Employer contribution / active EE

$7,481

$3,132+138.8%

$2,839+163.4%

$4,876+53.4%

Participant deferral / active EE

$3,972-100.0%

$3,609-100.0%

$5,439-100.0%

Admin fee / account holder

$56,516

$5,709+890.0%

$4,904+1052.4%

$10,886+419.2%

NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION 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