Retirement plan

DISCOVERY CENTER MUSEUM TA DEFERRED ANNUITY PLAN

Name: DISCOVERY CENTER MUSEUM OF ROCKFORD INC - DISCOVERY CENTER MUSEUM TA DEFERRED ANNUITY PLAN (2024) Form 5500
Creator: DISCOVERY CENTER MUSEUM OF ROCKFORD INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DISCOVERY CENTER MUSEUM TA DEFERRED ANNUITY PLAN, DISCOVERY CENTER MUSEUM OF ROCKFORD INC

DISCOVERY CENTER MUSEUM OF ROCKFORD INCEIN 36-3292135Plan #001PY 2024

SECOND FLOOR, 711 N MAIN ST - ROCKFORD, IL 611037204815-963-6769discoverycentermuseum.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$974K

+10.2% from 2023

Total participants

+40.0% from 2023

Average account balance

$139,198

-21.3% from 2023

Annual return

11.40%

-2.71 pp from 2023

Benchmarks

See 10,226 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,226 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$974K

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$26K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5271

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 codes2G

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.

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

$37K

$5271 / participant

Other / not subdivided$37K100.0%

% of EOY assets

3.786%

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

$139,198

$169,336-17.8%

$129,384+7.6%

$145,884-4.6%

Participation rate

100.0%

76.5%+23.5pp

69.6%+30.4pp

80.3%+19.7pp

Annual return

11.40%

14408.70%-14397.3pp

9461.77%-9450.4pp

551.85%-540.4pp

Employer contribution / active EE

$5,540-100.0%

$4,153-100.0%

$4,662-100.0%

Participant deferral / active EE

$3,783

$4,985-24.1%

$4,166-9.2%

$6,690-43.4%

Admin fee / account holder

$5,271

$9,912-46.8%

$7,686-31.4%

$13,392-60.6%

DISCOVERY CENTER MUSEUM TA DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DISCOVERY CENTER MUSEUM TA DEFERRED ANNUITY 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