Retirement plan

NMLRA TAX DEFERRED ANNUITY PLAN

Name: NATIONAL MUZZLE LOADING RIFLE ASSOCIATION - NMLRA TAX DEFERRED ANNUITY PLAN (2019) Form 5500
Creator: NATIONAL MUZZLE LOADING RIFLE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NMLRA TAX DEFERRED ANNUITY PLAN, NATIONAL MUZZLE LOADING RIFLE ASSOCIATION

NATIONAL MUZZLE LOADING RIFLE ASSOCIATIONEIN 35-1046434Plan #001PY 2019

MAXINE MOSS DRIVE, PO BOX 67 - FRIENDSHIP, IN 470210067812-667-5131nmlra.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$405K

+6.2% from 2018

Total participants

-40.0% from 2018

Average account balance

$45,020

+6.2% from 2018

Annual return

4.46%

-2.63 pp from 2018

Benchmarks

See 6,052 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,052 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$382K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

46.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$467

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

+20.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1743

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 codes2F2G2L2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$638 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.629%

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

$45,020

$77,416-41.8%

$69,464-35.2%

$152,897-70.6%

Participation rate

100.0%

78.1%+21.9pp

74.6%+25.4pp

82.5%+17.5pp

Annual return

4.46%

39.08%-34.6pp

28.98%-24.5pp

345.43%-341.0pp

Employer contribution / active EE

$951

$3,315-71.3%

$2,779-65.8%

$4,764-80.0%

Participant deferral / active EE

$1,251

$4,413-71.6%

$3,536-64.6%

$5,851-78.6%

Admin fee / account holder

$283

$6,208-95.4%

$3,840-92.6%

$11,599-97.6%

NMLRA TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NMLRA TAX DEFERRED ANNUITY 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