Retirement plan

403(B) THRIFT PLAN OF NEVADA PUBLIC RADIO

Name: NEVADA PUBLIC RADIO - 403(B) THRIFT PLAN OF NEVADA PUBLIC RADIO (2020) Form 5500
Creator: NEVADA PUBLIC RADIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF NEVADA PUBLIC RADIO, NEVADA PUBLIC RADIO

NEVADA PUBLIC RADIOEIN 23-7441306Plan #003PY 2020

1289 S TORREY PINES DR - LAS VEGAS, NV 891461004702-258-9895knpr.orgLinkedIn11-50 employeesbroadcast media

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$8.1M

+10.2% from 2019

Total participants

-3.5% from 2019

Average account balance

$98,995

+12.9% from 2019

Annual return

14.84%

-10.34 pp from 2019

Benchmarks

See 3,014 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,014 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.52M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

269.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9068

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 codes2F2G2T

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$540K

$15002 / participant

Other / not subdivided$540K100.0%

% of EOY assets

6.653%

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

$98,995

$70,475+40.5%

$100,525-1.5%

$79,860+24.0%

Participation rate

97.2%

73.7%+23.6pp

79.4%+17.8pp

69.6%+27.6pp

Annual return

14.84%

21.90%-7.1pp

30.89%-16.1pp

31.72%-16.9pp

Employer contribution / active EE

$1,705

$2,165-21.2%

$3,418-50.1%

$2,471-31.0%

Participant deferral / active EE

$3,893

$5,181-24.9%

$6,270-37.9%

$3,740+4.1%

Admin fee / account holder

$6,586

$4,478+47.1%

$8,082-18.5%

$5,306+24.1%

403(B) THRIFT PLAN OF NEVADA PUBLIC RADIO

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF NEVADA PUBLIC RADIO

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