Retirement plan

403 B THRIFT PLAN OF YUUT ELITNAURVIAT PEOPLE S LEARNING CENTER

Name: YUUT ELITNAURVIAT PEOPLE S LEARNI NG CENTER - 403 B THRIFT PLAN OF YUUT ELITNAURVIAT PEOPLE S LEARNING CENTER (2017) Form 5500
Creator: YUUT ELITNAURVIAT PEOPLE S LEARNI NG CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF YUUT ELITNAURVIAT PEOPLE S LEARNING CENTER, YUUT ELITNAURVIAT PEOPLE S LEARNI NG CENTER

YUUT ELITNAURVIAT PEOPLE S LEARNI NG CENTEREIN 46-0476816Plan #001PY 2017

PO BOX 869 - BETHEL, AK 995590869907-543-0990yuut.orgLinkedIn11-50 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$768K

+8.1% from 2016

Total participants

0.0% from 2016

Average account balance

$30,715

+21.1% from 2016

Annual return

109.98%

+103.59 pp from 2016

Benchmarks

See 3,770 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,770 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

316.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37434

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 codes2F2T2L2G

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract 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

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

Expense breakdown

Schedule H Part II

Admin total

$841K

$33641 / participant

Other / not subdivided$841K100.0%

% of EOY assets

109.526%

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

$30,715

$45,041-31.8%

$63,003-51.2%

$70,131-56.2%

Participation rate

88.0%

69.5%+18.5pp

74.8%+13.2pp

69.5%+18.5pp

Annual return

109.98%

18.76%+91.2pp

87.59%+22.4pp

73.14%+36.8pp

Employer contribution / active EE

$2,691

$2,052+31.1%

$2,760-2.5%

$2,342+14.9%

Participant deferral / active EE

$1,986

$2,465-19.4%

$3,329-40.3%

$3,332-40.4%

Admin fee / account holder

$33,641

$2,836+1086.4%

$3,600+834.4%

$4,645+624.2%

403 B THRIFT PLAN OF YUUT ELITNAURVIAT PEOPLE S LEARNING CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF YUUT ELITNAURVIAT PEOPLE S LEARNING CENTER

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