Retirement plan

POLLY HILL ARBORETUM DEFINED CONTRIBUTION PLAN

Name: POLLY HILL ARBORETUM, INC. - POLLY HILL ARBORETUM DEFINED CONTRIBUTION PLAN (2023) 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 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.1M

+26.7% from 2022

Total participants

-9.5% from 2022

Average account balance

$109,189

+40.1% from 2022

Annual return

20.95%

+39.14 pp from 2022

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.96M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

158.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$118K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+16.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1918

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

$19K

$1614 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.934%

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

$109,189

$156,927-30.4%

$121,169-9.9%

$139,456-21.7%

Participation rate

100.0%

76.4%+23.6pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

20.95%

1475.85%-1454.9pp

986.71%-965.8pp

373.45%-352.5pp

Employer contribution / active EE

$4,706

$5,542-15.1%

$4,168+12.9%

$4,753-1.0%

Participant deferral / active EE

$4,806

$4,848-0.9%

$4,083+17.7%

$6,711-28.4%

Admin fee / account holder

$1,019

$6,946-85.3%

$5,645-81.9%

$11,407-91.1%

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