Retirement plan

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP WITH NATIVE AMERICANS

Name: PARTNERSHIP WITH NATIVE AMERICANS - EMPLOYEE BENEFIT PLAN OF PARTNERSHIP WITH NATIVE AMERICANS (2019) Form 5500
Creator: PARTNERSHIP WITH NATIVE AMERICANS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF PARTNERSHIP WITH NATIVE AMERICANS, PARTNERSHIP WITH NATIVE AMERICANS

PARTNERSHIP WITH NATIVE AMERICANSEIN 47-3730147Plan #002PY 2019

16415 ADDISON RD STE 200 - ADDISON, TX 750013203214-217-2600nativepartnership.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+1.6% from 2018

Total participants

-18.8% from 2018

Average account balance

$27,708

+23.8% from 2018

Annual return

118.10%

+125.62 pp from 2018

Benchmarks

See 18,452 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,452 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.15M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

159.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$295K

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

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12938

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 codes2F2G2T3D

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.
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

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

$1.9M

$40912 / participant

Other / not subdivided$2M100.0%

% of EOY assets

126.178%

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

$27,708

$85,171-67.5%

$172,753-84.0%

$72,976-62.0%

Participation rate

97.9%

70.1%+27.8pp

82.6%+15.2pp

69.5%+28.4pp

Annual return

118.10%

27.32%+90.8pp

803.00%-684.9pp

81.02%+37.1pp

Employer contribution / active EE

$1,698

$3,324-48.9%

$5,144-67.0%

$2,440-30.4%

Participant deferral / active EE

$1,704

$3,260-47.7%

$5,198-67.2%

$3,608-52.8%

Admin fee / account holder

$34,961

$5,880+494.5%

$13,956+150.5%

$5,124+582.3%

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP WITH NATIVE AMERICANS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF PARTNERSHIP WITH NATIVE AMERICANS

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