Retirement plan

NATIVE AMERICAN TRAINING INSTITUTE 401K PROFIT SHARING PLAN

Name: NATIVE AMERICAN TRAINING INSTITUTE - NATIVE AMERICAN TRAINING INSTITUTE 401K PROFIT SHARING PLAN (2017) Form 5500
Creator: NATIVE AMERICAN TRAINING INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIVE AMERICAN TRAINING INSTITUTE 401K PROFIT SHARING PLAN, NATIVE AMERICAN TRAINING INSTITUTE

NATIVE AMERICAN TRAINING INSTITUTEEIN 45-0459817Plan #001PY 2017

3333 E BROADWAY AVE STE 210 - BISMARCK, ND 585013370701-255-6374nativeinstitute.orgLinkedIn1-10 employeesstaffing and recruiting

Prospect flagsLow participationWind-down / frozen

How to read this page

Total assets (EOY)

$166K

+17.8% from 2016

Total participants

-20.0% from 2016

Average account balance

$55,262

+57.1% from 2016

Annual return

18.44%

+9.95 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9K

Not enough data

1 years with asset history on file

Average account balance

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

$9K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$415

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 codes2E2F2G2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$893

$893 / participant

Other / not subdivided$893100.0%

% of EOY assets

0.539%

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

$55,262

$73,518-24.8%

$63,003-12.3%

$147,585-62.6%

Participation rate

0.0%

77.9%-77.9pp

74.8%-74.8pp

82.8%-82.8pp

Annual return

18.44%

175.46%-157.0pp

87.59%-69.1pp

578.57%-560.1pp

Employer contribution / active EE

$3,322-100.0%

$2,760-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,183-100.0%

$3,329-100.0%

$5,439-100.0%

Admin fee / account holder

$298

$5,952-95.0%

$3,600-91.7%

$10,885-97.3%

NATIVE AMERICAN TRAINING INSTITUTE 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIVE AMERICAN TRAINING INSTITUTE 401K PROFIT SHARING 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