Retirement plan

NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM

Name: NORTHERN INDIANA HISTORICAL SO - NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM (2024) Form 5500
Creator: NORTHERN INDIANA HISTORICAL SO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM, NORTHERN INDIANA HISTORICAL SO

NORTHERN INDIANA HISTORICAL SOEIN 35-1124156Plan #001PY 2024

808 W WASHINGTON ST - SOUTH BEND, IN 466011439574-235-9664

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$52K

+27.7% from 2023

Total participants

+50.0% from 2023

Average account balance

$26,161

+27.7% from 2023

Annual return

22.03%

-0.28 pp from 2023

Benchmarks

See 10,220 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,220 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$52K

Not enough data

1 years with asset history on file

Average account balance

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

$26K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$780

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

+22.03%

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 codes2G2J

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1 / participant

Other / not subdivided$3100.0%

% of EOY assets

0.006%

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

$26,161

$169,356-84.6%

$129,406-79.8%

$145,897-82.1%

Participation rate

66.7%

76.5%-9.8pp

69.6%-3.0pp

80.3%-13.6pp

Annual return

22.03%

14418.62%-14396.6pp

9468.18%-9446.1pp

552.29%-530.3pp

Employer contribution / active EE

$5,542-100.0%

$4,155-100.0%

$4,663-100.0%

Participant deferral / active EE

$780

$4,987-84.4%

$4,167-81.3%

$6,689-88.3%

Admin fee / account holder

$9,915-100.0%

$7,689-100.0%

$13,390-100.0%

NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM

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