Retirement plan

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

Name: HISTORIC LANDMARKS FOUNDATION INDIANA, INC. - INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM (2018) Form 5500
Creator: HISTORIC LANDMARKS FOUNDATION INDIANA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM, HISTORIC LANDMARKS FOUNDATION INDIANA, INC.

HISTORIC LANDMARKS FOUNDATION INDIANA, INC.EIN 35-1162873Plan #001PY 2018

1201 CENTRAL AVENUE - INDIANAPOLIS, IN 462022656317-639-4534LinkedIn11-50 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.3M

-1.9% from 2017

Total participants

+2.1% from 2017

Average account balance

$150,873

-6.5% from 2017

Annual return

-6.84%

-25.52 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.84M

Not enough data

1 years with asset history on file

Average account balance

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

$205K

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.

123.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$514K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+16.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$17544

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 codes2M2G2F2T

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$48K

$1210 / participant

Other / not subdivided$48K100.0%

% of EOY assets

0.764%

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

$150,873

$49,177+206.8%

$79,466+89.9%

$64,173+135.1%

Participation rate

82.5%

65.0%+17.5pp

73.3%+9.2pp

69.6%+12.9pp

Annual return

-6.84%

-1.16%-5.7pp

718.28%-725.1pp

7.63%-14.5pp

Employer contribution / active EE

$3,209

$2,076+54.6%

$2,800+14.6%

$2,381+34.8%

Participant deferral / active EE

$5,412

$2,821+91.8%

$3,704+46.1%

$3,470+56.0%

Admin fee / account holder

$1,153

$3,839-70.0%

$5,104-77.4%

$4,887-76.4%

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDIANA LANDMARKS RETIREMENT SAVINGS PROGRAM

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