Retirement plan

403 B THRIFT PLAN OF NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND IN

Name: NATIONAL LAW ENFORCEMENT OFFICERS M EMORIAL FUND INC - 403 B THRIFT PLAN OF NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND IN (2017) Form 5500
Creator: NATIONAL LAW ENFORCEMENT OFFICERS M EMORIAL FUND INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403 B THRIFT PLAN OF NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND IN, NATIONAL LAW ENFORCEMENT OFFICERS M EMORIAL FUND INC

NATIONAL LAW ENFORCEMENT OFFICERS M EMORIAL FUND INCEIN 52-1382926Plan #001PY 2017

901 E ST NW STE 100 - WASHINGTON, DC 200042025202-737-3400nleomf.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.5M

+9.9% from 2016

Total participants

+9.6% from 2016

Average account balance

$62,274

+0.1% from 2016

Annual return

13.32%

+5.97 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.52M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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.

182.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$268K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7153

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 codes2F2S2T2G2L

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$428K

$13823 / participant

Other / not subdivided$428K100.0%

% of EOY assets

12.287%

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

$62,274

$53,128+17.2%

$86,582-28.1%

$70,126-11.2%

Participation rate

96.8%

65.3%+31.5pp

73.5%+23.2pp

69.5%+27.2pp

Annual return

13.32%

27.66%-14.3pp

965.08%-951.8pp

73.15%-59.8pp

Employer contribution / active EE

$5,885

$2,068+184.6%

$2,839+107.2%

$2,343+151.2%

Participant deferral / active EE

$4,455

$2,695+65.3%

$3,609+23.5%

$3,332+33.7%

Admin fee / account holder

$7,652

$3,584+113.5%

$4,904+56.0%

$4,645+64.7%

403 B THRIFT PLAN OF NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND IN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403 B THRIFT PLAN OF NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND IN

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