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 (2023) 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 2023

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

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$41K

+29.3% from 2022

Total participants

+100.0% from 2022

Average account balance

$20,480

-35.4% from 2022

Annual return

22.31%

+43.75 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

1 tripped

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

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

$20,480

$156,963-87.0%

$121,204-83.1%

$139,466-85.3%

Participation rate

100.0%

76.5%+23.5pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

22.31%

1476.75%-1454.4pp

987.18%-964.9pp

373.66%-351.3pp

Employer contribution / active EE

$5,544-100.0%

$4,170-100.0%

$4,754-100.0%

Participant deferral / active EE

$1,105

$4,848-77.2%

$4,083-72.9%

$6,712-83.5%

Admin fee / account holder

$6,953-100.0%

$5,651-100.0%

$11,409-100.0%

NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NORTHERN INDIANA HISTORICAL SOCIETY, INC. DBA THE HISTORY MUSEUM

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