Retirement plan

THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN

Name: THE KELVIN AND ELEANOR SMITH FOUNDATION - THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN (2020) Form 5500
Creator: THE KELVIN AND ELEANOR SMITH FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN, THE KELVIN AND ELEANOR SMITH FOUNDATION

THE KELVIN AND ELEANOR SMITH FOUNDATIONEIN 34-6555349Plan #001PY 2020

30100 CHAGRIN BLVD., SUITE 150 - CLEVELAND, OH 44124216-591-9111LinkedIn1-10 employees

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

+43.0% from 2019

Total participants

0.0% from 2019

Average account balance

$628,371

+43.0% from 2019

Annual return

33.79%

+6.56 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

$1.45M

Not enough data

1 years with asset history on file

Average account balance

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

$484K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$48K

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

+20.44%

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 codes2E2F2G2J3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$628,371

$100,895+522.8%

$90,430+594.9%

$158,950+295.3%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

33.79%

1725.54%-1691.8pp

1293.73%-1259.9pp

302.91%-269.1pp

Employer contribution / active EE

$14,350

$3,689+289.0%

$3,262+339.9%

$4,762+201.3%

Participant deferral / active EE

$26,000

$4,347+498.1%

$3,963+556.1%

$5,983+334.6%

Admin fee / account holder

$6,505-100.0%

$5,613-100.0%

$11,248-100.0%

THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

THE KELVIN AND ELEANOR SMITH FOUNDATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion