Retirement plan

NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC RETIREMENT PLAN

Name: NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC - NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC RETIREMENT PLAN (2015) Form 5500
Creator: NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC RETIREMENT PLAN, NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC

NATIONAL BASEBALL HALL OF FAME AND MUSEUM INCEIN 15-0572877Plan #001PY 2015

25 MAIN ST - COOPERSTOWN, NY 13326607-547-7200baseballhall.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$11.5M

No prior year

Total participants

136

No prior year

Average account balance

$93,867

No prior year

Annual return

1.38%

No prior year

Benchmarks

See 2,206 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,206 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$30.67M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

244

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.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$872K

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

+11.69%

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

1 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 codes2F2G2L2T

Plan features

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.
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

$1.1M

$13374 / participant

Other / not subdivided$1M100.0%

% of EOY assets

9.846%

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

$93,867

$39,162+139.7%

$100,671-6.8%

$59,633+57.4%

Participation rate

84.7%

55.9%+28.8pp

70.7%+14.0pp

68.7%+16.0pp

Annual return

1.38%

21.07%-19.7pp

20.43%-19.0pp

2041.45%-2040.1pp

Employer contribution / active EE

$4,319

$1,151+275.4%

$4,012+7.7%

$2,203+96.1%

Participant deferral / active EE

$1,680

$1,992-15.7%

$3,144-46.6%

$3,192-47.4%

Admin fee / account holder

$9,242

$2,969+211.3%

$4,850+90.6%

$4,297+115.1%

NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL BASEBALL HALL OF FAME AND MUSEUM INC RETIREMENT 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