Retirement plan

NATIVE AMERICAN DISABILITY LAW CENTER, INC. PENSION PLAN

Name: NATIVE AMERICAN DISABILITY LAW CENTER, INC. - NATIVE AMERICAN DISABILITY LAW CENTER, INC. PENSION PLAN (2018) Form 5500
Creator: NATIVE AMERICAN DISABILITY LAW CENTER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIVE AMERICAN DISABILITY LAW CENTER, INC. PENSION PLAN, NATIVE AMERICAN DISABILITY LAW CENTER, INC.

NATIVE AMERICAN DISABILITY LAW CENTER, INC.EIN 35-2238666Plan #001PY 2018

3535 EAST 30TH STREET, STE 201 - FARMINGTON, NM 87402505-566-5800nativedisabilitylaw.orgLinkedIn11-50 employeeslegal services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$906K

+18.1% from 2017

Total participants

+13.3% from 2017

Average account balance

$53,309

+4.2% from 2017

Annual return

11.53%

-1.42 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.88M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+22.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$458

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 codes2E2G2M

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$455 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.552%

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

$53,309

$138,076-61.4%

$123,553-56.9%

$135,380-60.6%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

11.53%

153.70%-142.2pp

119.21%-107.7pp

519.81%-508.3pp

Employer contribution / active EE

$2,239

$5,152-56.5%

$4,628-51.6%

$4,779-53.2%

Participant deferral / active EE

$2,813

$6,800-58.6%

$6,426-56.2%

$5,609-49.8%

Admin fee / account holder

$294

$10,917-97.3%

$9,284-96.8%

$10,828-97.3%

NATIVE AMERICAN DISABILITY LAW CENTER, INC. PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIVE AMERICAN DISABILITY LAW CENTER, INC. PENSION 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