Retirement plan

403(B) THRIFT PLAN OF LAMB S PLAYERS THEATRE, INC.

Name: LAMB S PLAYERS THEATRE, INC. - 403(B) THRIFT PLAN OF LAMB S PLAYERS THEATRE, INC. (2020) Form 5500
Creator: LAMB S PLAYERS THEATRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF LAMB S PLAYERS THEATRE, INC., LAMB S PLAYERS THEATRE, INC.

LAMB S PLAYERS THEATRE, INC.EIN 33-0592567Plan #003PY 2020

PO BOX 182229 - CORONADO, CA 921782229619-437-6050lambsplayers.orgLinkedIn51-200 employeesperforming arts

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$974K

+29.4% from 2019

Total participants

-72.2% from 2019

Average account balance

$108,223

+29.4% from 2019

Annual return

22.79%

+5.09 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.53M

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$150K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+13.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$48

$7 / participant

Other / not subdivided$48100.0%

% of EOY assets

0.005%

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

$108,223

$176,402-38.6%

$134,162-19.3%

$158,982-31.9%

Participation rate

85.7%

78.7%+7.0pp

72.2%+13.5pp

82.0%+3.7pp

Annual return

22.79%

63.66%-40.9pp

36.35%-13.6pp

302.99%-280.2pp

Employer contribution / active EE

$5,042-100.0%

$3,705-100.0%

$4,763-100.0%

Participant deferral / active EE

$7,137

$4,093+74.4%

$3,500+103.9%

$5,983+19.3%

Admin fee / account holder

$8,719-99.9%

$6,685-99.9%

$11,252-100.0%

403(B) THRIFT PLAN OF LAMB S PLAYERS THEATRE, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF LAMB S PLAYERS THEATRE, INC.

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