Retirement plan

FRIENDS OF THE FOREST PRESERVES 403(B) PLAN

Name: FRIENDS OF THE FOREST PRESERVES - FRIENDS OF THE FOREST PRESERVES 403(B) PLAN (2017) Form 5500
Creator: FRIENDS OF THE FOREST PRESERVES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRIENDS OF THE FOREST PRESERVES 403(B) PLAN, FRIENDS OF THE FOREST PRESERVES

FRIENDS OF THE FOREST PRESERVESEIN 36-4519273Plan #001PY 2017

411 S WELLS ST STE 300 - CHICAGO, IL 606073901312-356-9990fotfp.orgLinkedIn51-200 employeesenvironmental services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$115K

+85.8% from 2016

Total participants

+57.1% from 2016

Average account balance

$10,446

+18.3% from 2016

Annual return

27.59%

+16.48 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.19M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

44.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$122K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+22.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3661

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$205 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.424%

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

$10,446

$99,009-89.4%

$86,581-87.9%

$147,585-92.9%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

27.59%

1312.70%-1285.1pp

965.06%-937.5pp

578.58%-551.0pp

Employer contribution / active EE

$1,871

$3,132-40.3%

$2,840-34.1%

$4,876-61.6%

Participant deferral / active EE

$2,812

$3,972-29.2%

$3,609-22.1%

$5,439-48.3%

Admin fee / account holder

$149

$5,709-97.4%

$4,904-97.0%

$10,886-98.6%

FRIENDS OF THE FOREST PRESERVES 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRIENDS OF THE FOREST PRESERVES 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