Retirement plan

MUSEUM OF THE AMERICAN REVOLUTION 403B PLAN

Name: MUSEUM OF THE AMERICAN REVOLUTION - MUSEUM OF THE AMERICAN REVOLUTION 403B PLAN (2017) Form 5500
Creator: MUSEUM OF THE AMERICAN REVOLUTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUSEUM OF THE AMERICAN REVOLUTION 403B PLAN, MUSEUM OF THE AMERICAN REVOLUTION

MUSEUM OF THE AMERICAN REVOLUTIONEIN 23-2773714Plan #001PY 2017

101 S THIRD ST - PHILADELPHIA, PA 19106215-253-6731amrevmuseum.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+47.3% from 2016

Total participants

+80.5% from 2016

Average account balance

$18,363

-66.5% from 2016

Annual return

15.01%

-7.23 pp from 2016

Benchmarks

See 2,508 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,508 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.23M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

120.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$697K

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

+16.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3124

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 codes2E2G2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$33K

$460 / participant

Other / not subdivided$33K100.0%

% of EOY assets

2.692%

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

$18,363

$46,877-60.8%

$122,354-85.0%

$70,126-73.8%

Participation rate

88.7%

58.2%+30.5pp

71.6%+17.1pp

69.5%+19.2pp

Annual return

15.01%

24.22%-9.2pp

30.28%-15.3pp

73.15%-58.1pp

Employer contribution / active EE

$1,295

$1,288+0.5%

$4,051-68.0%

$2,343-44.7%

Participant deferral / active EE

$2,781

$2,167+28.3%

$3,287-15.4%

$3,332-16.5%

Admin fee / account holder

$494

$3,324-85.1%

$5,479-91.0%

$4,645-89.4%

MUSEUM OF THE AMERICAN REVOLUTION 403B PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUSEUM OF THE AMERICAN REVOLUTION 403B 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