Retirement plan

RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: RAILS TO TRAILS CONSERVANCY - RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: RAILS TO TRAILS CONSERVANCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS PLAN, RAILS TO TRAILS CONSERVANCY

RAILS TO TRAILS CONSERVANCYEIN 52-1437006Plan #001PY 2016

2121 WARD COURT NW 5TH FLOOR - WASHINGTON, DC 200371213202-331-9696railstotrails.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.9M

+6.0% from 2015

Total participants

0.0% from 2015

Average account balance

$63,073

+0.6% from 2015

Annual return

9.15%

+9.37 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.28M

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

189.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$841K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+19.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5113

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

$530K

$12612 / participant

Other / not subdivided$530K100.0%

% of EOY assets

10.767%

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

$63,073

$48,078+31.2%

$78,676-19.8%

$62,881+0.3%

Participation rate

81.0%

65.2%+15.7pp

73.6%+7.4pp

69.3%+11.6pp

Annual return

9.15%

31.36%-22.2pp

62.19%-53.0pp

20.14%-11.0pp

Employer contribution / active EE

$3,842

$2,015+90.7%

$2,850+34.8%

$2,281+68.5%

Participant deferral / active EE

$5,250

$2,587+102.9%

$3,517+49.3%

$3,203+63.9%

Admin fee / account holder

$6,791

$3,206+111.8%

$4,510+50.6%

$4,296+58.1%

RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS 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