Retirement plan

POLLY HILL ARBORETUM DEFINED CONTRIBUTION PLAN

Name: POLLY HILL ARBORETUM, INC. - POLLY HILL ARBORETUM DEFINED CONTRIBUTION PLAN (2015) Form 5500
Creator: POLLY HILL ARBORETUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POLLY HILL ARBORETUM DEFINED CONTRIBUTION PLAN, POLLY HILL ARBORETUM, INC.

POLLY HILL ARBORETUM, INC.EIN 13-3873765Plan #001PY 2015

809 STATE ROAD - WEST TISBURY, MA 02575508-693-9426pollyhillarboretum.orgLinkedIn1-10 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$625K

No prior year

Total participants

No prior year

Average account balance

$44,641

No prior year

Annual return

0.05%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2675

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 codes2G2L2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

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

$399K

$49838 / participant

Other / not subdivided$399K100.0%

% of EOY assets

63.795%

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

$44,641

$140,578-68.2%

$100,671-55.7%

$125,389-64.4%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

0.05%

24.67%-24.6pp

20.43%-20.4pp

282.24%-282.2pp

Employer contribution / active EE

$3,616

$5,965-39.4%

$4,012-9.9%

$4,866-25.7%

Participant deferral / active EE

$5,699

$3,981+43.1%

$3,144+81.3%

$5,352+6.5%

Admin fee / account holder

$28,479

$6,716+324.0%

$4,850+487.2%

$9,541+198.5%

POLLY HILL ARBORETUM DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POLLY HILL ARBORETUM 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