Retirement plan

NATIONAL TURKEY FEDERATION 401(K) PLAN

Name: NATIONAL TURKEY FEDERATION - NATIONAL TURKEY FEDERATION 401(K) PLAN (2016) Form 5500
Creator: NATIONAL TURKEY FEDERATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL TURKEY FEDERATION 401(K) PLAN, NATIONAL TURKEY FEDERATION

NATIONAL TURKEY FEDERATIONEIN 36-2033000Plan #002PY 2016

1225 NEW YORK AVENUE, NW, STE. 400 - WASHINGTON, DC 20005202-898-0100eatturkey.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+20.7% from 2015

Total participants

+11.1% from 2015

Average account balance

$134,945

+20.7% from 2015

Annual return

6.35%

+7.93 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$174K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$118350

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 codes2E2G2J3D

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.
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.
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

0 tripped

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

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

$134,945

$90,486+49.1%

$78,676+71.5%

$273,972-50.7%

Participation rate

88.9%

76.5%+12.4pp

73.6%+15.3pp

83.0%+5.9pp

Annual return

6.35%

75.62%-69.3pp

62.19%-55.8pp

41.46%-35.1pp

Employer contribution / active EE

$10,508

$3,175+231.0%

$2,850+268.7%

$4,869+115.8%

Participant deferral / active EE

$5,559

$3,901+42.5%

$3,517+58.1%

$5,287+5.1%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

NATIONAL TURKEY FEDERATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL TURKEY FEDERATION 401(K) PLAN

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