Retirement plan

NATIONAL INDIAN EDUCATION ASSO 401 K PROFIT SHARING PLAN TRUST

Name: NATIONAL INDIAN EDUCATION ASSO - NATIONAL INDIAN EDUCATION ASSO 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: NATIONAL INDIAN EDUCATION ASSO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL INDIAN EDUCATION ASSO 401 K PROFIT SHARING PLAN TRUST, NATIONAL INDIAN EDUCATION ASSO

NATIONAL INDIAN EDUCATION ASSOEIN 41-0976048Plan #001PY 2017

1514 P ST NW REAR APT B - WASHINGTON, DC 200055603202-544-7290niea.orgLinkedIn11-50 employeeseducation management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$146K

+79.9% from 2016

Total participants

+55.6% from 2016

Average account balance

$12,182

+19.9% from 2016

Annual return

19.40%

+10.85 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$385K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1399

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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.
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

1 tripped

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

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

$12,182

$105,856-88.5%

$90,161-86.5%

$147,585-91.7%

Participation rate

80.0%

79.7%+0.3pp

76.9%+3.1pp

82.8%-2.8pp

Annual return

19.40%

37.63%-18.2pp

34.89%-15.5pp

578.58%-559.2pp

Employer contribution / active EE

$1,872

$4,126-54.6%

$3,318-43.6%

$4,876-61.6%

Participant deferral / active EE

$3,045

$5,733-46.9%

$5,287-42.4%

$5,439-44.0%

Admin fee / account holder

$8,046-100.0%

$5,943-100.0%

$10,886-100.0%

NATIONAL INDIAN EDUCATION ASSO 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL INDIAN EDUCATION ASSO 401 K PROFIT SHARING PLAN TRUST

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