Retirement plan

ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN

Name: ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION - ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN (2015) Form 5500
Creator: ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN, ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION

ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATIONEIN 36-4385644Plan #001PY 2015

500 EAST MADISON, SUITE 200 - SPRINGFIELD, IL 627011029217-558-8852lincolnpresidential.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$652K

No prior year

Total participants

No prior year

Average account balance

$59,237

No prior year

Annual return

-0.89%

No prior year

Benchmarks

See 5,117 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort5,117 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1073

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 codes2F2G2M2T

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$110

$12 / participant

Other / not subdivided$110100.0%

% of EOY assets

0.017%

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

$59,237

$140,578-57.9%

$100,671-41.2%

$125,389-52.8%

Participation rate

88.9%

80.4%+8.5pp

70.7%+18.2pp

83.2%+5.7pp

Annual return

-0.89%

24.67%-25.6pp

20.43%-21.3pp

282.24%-283.1pp

Employer contribution / active EE

$5,391

$5,965-9.6%

$4,012+34.4%

$4,866+10.8%

Participant deferral / active EE

$7,326

$3,981+84.0%

$3,144+133.0%

$5,352+36.9%

Admin fee / account holder

$10

$6,716-99.9%

$4,850-99.8%

$9,541-99.9%

ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) 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