Retirement plan

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PARTNERSHIP WITH NATIVE AMERICANS

Name: PARTNERSHIP WITH NATIVE AMERIC - SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PARTNERSHIP WITH NATIVE AMERICANS (2023) Form 5500
Creator: PARTNERSHIP WITH NATIVE AMERIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PARTNERSHIP WITH NATIVE AMERICANS, PARTNERSHIP WITH NATIVE AMERIC

PARTNERSHIP WITH NATIVE AMERICEIN 47-3730147Plan #002PY 2023

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)

$2.6M

+18.7% from 2022

Total participants

-4.9% from 2022

Average account balance

$33,916

+14.0% from 2022

Annual return

15.56%

+30.29 pp from 2022

Benchmarks

See 20,797 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort20,797 peers

Snapshot2023

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 codes2G3D2J2T

Plan features

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

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

$199K

$4055 / participant

Other / not subdivided$199K100.0%

% of EOY assets

7.708%

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

$33,916

$77,920-56.5%

$149,723-77.3%

$75,177-54.9%

Participation rate

95.9%

65.6%+30.3pp

78.8%+17.1pp

67.2%+28.7pp

Annual return

15.56%

31.72%-16.2pp

134.50%-118.9pp

160.75%-145.2pp

Employer contribution / active EE

$2,668

$3,138-15.0%

$4,821-44.7%

$2,671-0.1%

Participant deferral / active EE

$2,747

$3,411-19.5%

$5,682-51.7%

$4,126-33.4%

Admin fee / account holder

$2,614

$5,951-56.1%

$13,215-80.2%

$5,651-53.7%

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PARTNERSHIP WITH NATIVE AMERICANS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES 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