Retirement plan

DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC. 403 (B)

Name: DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC. - DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC. 403 (B) (2015) Form 5500
Creator: DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC. 403 (B), DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC.

DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC.EIN 23-2977618Plan #001PY 2015

2750 HUGH MOORE PARK RD - EASTON, PA 180427120610-923-3548delawareandlehigh.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$469K

No prior year

Total participants

No prior year

Average account balance

$29,283

No prior year

Annual return

0.36%

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

$942K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

228.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3788

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 codes2G2M

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

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

$11K

$1178 / participant

Other / not subdivided$11K100.0%

% of EOY assets

2.263%

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

$29,283

$140,578-79.2%

$100,671-70.9%

$125,389-76.6%

Participation rate

100.0%

80.4%+19.6pp

70.7%+29.3pp

83.2%+16.8pp

Annual return

0.36%

24.67%-24.3pp

20.43%-20.1pp

282.24%-281.9pp

Employer contribution / active EE

$2,378

$5,965-60.1%

$4,012-40.7%

$4,866-51.1%

Participant deferral / active EE

$4,823

$3,981+21.1%

$3,144+53.4%

$5,352-9.9%

Admin fee / account holder

$663

$6,716-90.1%

$4,850-86.3%

$9,541-93.1%

DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC. 403 (B)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DELAWARE AND LEHIGH NATIONAL HERITAGE CORRIDOR, INC. 403 (B)

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