Retirement plan

NATIONAL WILDLIFE REFUGE ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN

Name: NATIONAL WILDLIFE REFUGE ASSOCIATION - NATIONAL WILDLIFE REFUGE ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN (2015) Form 5500
Creator: NATIONAL WILDLIFE REFUGE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL WILDLIFE REFUGE ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN, NATIONAL WILDLIFE REFUGE ASSOCIATION

NATIONAL WILDLIFE REFUGE ASSOCIATIONEIN 23-7447365Plan #002PY 2015

1001 CONNECTICUT AVENUE, NW, SUITE 905 - WASHINGTON, DC 200365575202-417-3803refugeassociation.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$49K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$618K

No prior year

Total participants

No prior year

Average account balance

$68,671

No prior year

Annual return

0.93%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

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

+17.29%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11782

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 codes2L2M

Plan features

2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

$13K

$1424 / participant

Other / not subdivided$13K100.0%

% of EOY assets

2.074%

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

$68,671

$84,685-18.9%

$73,836-7.0%

$125,389-45.2%

Participation rate

88.9%

76.8%+12.1pp

73.4%+15.4pp

83.2%+5.7pp

Annual return

0.93%

3123.80%-3122.9pp

2268.06%-2267.1pp

282.24%-281.3pp

Employer contribution / active EE

$1,730

$3,123-44.6%

$2,787-37.9%

$4,866-64.5%

Participant deferral / active EE

$8,649

$3,993+116.6%

$3,583+141.4%

$5,352+61.6%

Admin fee / account holder

$1,424

$5,694-75.0%

$4,882-70.8%

$9,541-85.1%

NATIONAL WILDLIFE REFUGE ASSOCIATION 403(B) TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL WILDLIFE REFUGE ASSOCIATION 403(B) TAX DEFERRED ANNUITY 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