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 (2023) 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 2023

905 W. APACHE STREET - FARMINGTON, NM 87401505-566-5880nativedisabilitylaw.orgLinkedIn11-50 employeeslegal services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+19.0% from 2022

Total participants

+4.0% from 2022

Average account balance

$56,020

+14.4% from 2022

Annual return

13.01%

+32.46 pp from 2022

Benchmarks

See 139,707 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,707 peers

Snapshot2023

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 codes2E2G2M3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$24K

$1703 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.637%

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

$56,020

$148,629-62.3%

$135,982-58.8%

$139,487-59.8%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

13.01%

79.33%-66.3pp

68.32%-55.3pp

373.84%-360.8pp

Employer contribution / active EE

$3,013

$5,247-42.6%

$4,859-38.0%

$4,755-36.6%

Participant deferral / active EE

$3,914

$8,102-51.7%

$7,760-49.6%

$6,713-41.7%

Admin fee / account holder

$917

$12,406-92.6%

$10,767-91.5%

$11,407-92.0%

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