Retirement plan

LEADERSHIP LOUISVILLE FOUNDATION, INC. 401(K) PLAN

Name: LEADERSHIP LOUISVILLE FOUNDATION, INC. - LEADERSHIP LOUISVILLE FOUNDATION, INC. 401(K) PLAN (2020) Form 5500
Creator: LEADERSHIP LOUISVILLE FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEADERSHIP LOUISVILLE FOUNDATION, INC. 401(K) PLAN, LEADERSHIP LOUISVILLE FOUNDATION, INC.

LEADERSHIP LOUISVILLE FOUNDATION, INC.EIN 31-0958491Plan #002PY 2020

707 WEST MAIN STREET - LOUISVILLE, KY 40202502-561-5222leadershiplouisville.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.1M

+12.5% from 2019

Total participants

+19.0% from 2019

Average account balance

$85,695

-1.5% from 2019

Annual return

2.10%

-2.70 pp from 2019

Benchmarks

See 36,228 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,228 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.06M

Not enough data

1 years with asset history on file

Average account balance

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

$119K

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.

170.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$261K

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

+13.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3772

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 codes2E2G2J3D2F2T

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$315 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.199%

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

$85,695

$100,895-15.1%

$90,430-5.2%

$158,950-46.1%

Participation rate

92.3%

75.0%+17.3pp

72.7%+19.6pp

82.0%+10.3pp

Annual return

2.10%

1725.54%-1723.4pp

1293.73%-1291.6pp

302.91%-300.8pp

Employer contribution / active EE

$7,061

$3,689+91.4%

$3,262+116.5%

$4,762+48.3%

Participant deferral / active EE

$7,728

$4,347+77.8%

$3,963+95.0%

$5,983+29.2%

Admin fee / account holder

$171

$6,505-97.4%

$5,613-97.0%

$11,248-98.5%

LEADERSHIP LOUISVILLE FOUNDATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEADERSHIP LOUISVILLE FOUNDATION, INC. 401(K) 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