Retirement plan

ERIE ZOOLOGICAL SOCIETY 401K PROFIT SHARING PLAN

Name: ERIE ZOOLOGICAL SOCIETY - ERIE ZOOLOGICAL SOCIETY 401K PROFIT SHARING PLAN (2019) Form 5500
Creator: ERIE ZOOLOGICAL SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ERIE ZOOLOGICAL SOCIETY 401K PROFIT SHARING PLAN, ERIE ZOOLOGICAL SOCIETY

ERIE ZOOLOGICAL SOCIETYEIN 25-1114213Plan #001PY 2019

423 W. 38TH STREET, P.O. BOX 3268 - ERIE, PA 165080268814-864-4091eriezoo.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+13.3% from 2018

Total participants

-31.6% from 2018

Average account balance

$74,053

+18.4% from 2018

Annual return

20.52%

+26.37 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.34M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

79.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$199K

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

+18.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2006

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 codes2E2G2J2T3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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.
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

$356K

$8485 / participant

Other / not subdivided$356K100.0%

% of EOY assets

10.937%

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

$74,053

$48,570+52.5%

$130,660-43.3%

$72,983+1.5%

Participation rate

81.0%

58.6%+22.4pp

71.7%+9.2pp

69.5%+11.5pp

Annual return

20.52%

38.63%-18.1pp

1709.29%-1688.8pp

81.01%-60.5pp

Employer contribution / active EE

$1,312

$1,334-1.7%

$4,092-67.9%

$2,440-46.2%

Participant deferral / active EE

$1,770

$2,384-25.7%

$3,603-50.9%

$3,608-50.9%

Admin fee / account holder

$8,099

$3,549+128.2%

$5,463+48.3%

$5,124+58.1%

ERIE ZOOLOGICAL SOCIETY 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ERIE ZOOLOGICAL SOCIETY 401K PROFIT SHARING 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