Retirement plan

ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN

Name: ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION - ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION 403(B) PLAN (2016) 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 2016

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$727K

+11.6% from 2015

Total participants

-8.3% from 2015

Average account balance

$72,698

+22.7% from 2015

Annual return

8.47%

+9.36 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$87K

$10825 / participant

Other / not subdivided$87K100.0%

% of EOY assets

11.913%

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

$72,698

$153,311-52.6%

$109,313-33.5%

$273,972-73.5%

Participation rate

87.5%

80.1%+7.4pp

71.3%+16.2pp

83.0%+4.5pp

Annual return

8.47%

29.86%-21.4pp

22.07%-13.6pp

41.46%-33.0pp

Employer contribution / active EE

$6,183

$5,619+10.0%

$3,892+58.9%

$4,869+27.0%

Participant deferral / active EE

$7,149

$3,932+81.8%

$3,166+125.8%

$5,287+35.2%

Admin fee / account holder

$8,660

$8,076+7.2%

$5,666+52.8%

$10,133-14.5%

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