Retirement plan

NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN

Name: NATIONAL MARINE MAMMAL FOUNDATION - NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN (2017) Form 5500
Creator: NATIONAL MARINE MAMMAL FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN, NATIONAL MARINE MAMMAL FOUNDATION

NATIONAL MARINE MAMMAL FOUNDATIONEIN 26-1501109Plan #001PY 2017

2240 SHELTER ISLAND DRIVE, SUITE 200 - SAN DIEGO, CA 92106877-360-5527nmmf.orgLinkedIn51-200 employeesresearch

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$8.1M

+36.9% from 2016

Total participants

167

+7.7% from 2016

Average account balance

$64,608

+21.7% from 2016

Annual return

21.17%

-3.33 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.29M

Not enough data

1 years with asset history on file

Average account balance

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

$148K

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.

117

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.

76.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
LPL FINANCIAL2 years Filed as: CLEARPOINT FINANCIAL Service code 27 600 108TH AVE NE · BELLEVUE, WA 98004	Advisory (Plan)	$16,632
DIGITAL RETIREMENT SOLUTIONS, INC.2 years Service code 12 · EIN 84-1477138	Direct payment from the plan; Partici...	$705
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 18 · EIN 20-1591048	Investment management; Float revenue;...	$160

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$17K

$118 / participant

Investment mgmt$17K95.1%
Contract admin$7054.0%
Other / not subdivided$1600.9%

% of EOY assets

0.215%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLARK NUBER P.S.
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$64,608

$80,753-20.0%

$136,297-52.6%

$62,293+3.7%

Participation rate

72.3%

73.5%-1.2pp

81.9%-9.6pp

69.5%+2.8pp

Annual return

21.17%

35.83%-14.7pp

5156.16%-5135.0pp

28.90%-7.7pp

Employer contribution / active EE

$2,856

$2,884-1.0%

$4,696-39.2%

$2,042+39.9%

Participant deferral / active EE

$4,281

$5,164-17.1%

$6,247-31.5%

$3,169+35.1%

Admin fee / account holder

$139

$525-73.6%

$9,244-98.5%

$479-71.0%

Provider

Service type

Compensation

LPL FINANCIAL2 years

Filed as: CLEARPOINT FINANCIAL

Service code 27

600 108TH AVE NE · BELLEVUE, WA 98004

Advisory (Plan)

$16,632

DIGITAL RETIREMENT SOLUTIONS, INC.2 years

Service code 12 · EIN 84-1477138

Direct payment from the plan; Partici...

$705

NEWPORT GROUP, INC.2 years

Filed as: MATRIX FINANCIAL SOLUTIONS, INC.

Service code 18 · EIN 20-1591048

Investment management; Float revenue;...

$160

NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL MARINE MAMMAL FOUNDATION RETIREMENT 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