Retirement plan

NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION PLAN

Name: NORCROSS WILDLIFE FOUNDATION, INC. - NORCROSS WILDLIFE FOUNDATION, INC DEFINED CONTRIBUTION PLAN (2018) 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 2018

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 flagsNo flags tripped

How to read this page

Total assets (EOY)

$941K

+0.6% from 2017

Total participants

0.0% from 2017

Average account balance

$94,093

+0.6% from 2017

Annual return

-6.94%

-19.20 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$237 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.252%

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

$94,093

$90,607+3.8%

$79,467+18.4%

$135,380-30.5%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-6.94%

977.74%-984.7pp

718.30%-725.2pp

519.81%-526.7pp

Employer contribution / active EE

$7,267

$3,068+136.9%

$2,800+159.5%

$4,779+52.1%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$237

$5,895-96.0%

$5,104-95.4%

$10,828-97.8%

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