Retirement plan

RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: RAILS TO TRAILS CONSERVANCY - RAILS TO TRAILS CONSERVANCY RETIREMENT & EMPLOYEE SAVINGS PLAN (2017) 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 2017

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$6.1M

+24.1% from 2016

Total participants

+10.5% from 2016

Average account balance

$71,829

+13.9% from 2016

Annual return

15.58%

+6.42 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

$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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$19K

$410 / participant

Other / not subdivided$19K100.0%

% of EOY assets

0.316%

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

$71,829

$53,128+35.2%

$86,582-17.0%

$70,126+2.4%

Participation rate

78.7%

65.3%+13.4pp

73.5%+5.2pp

69.5%+9.2pp

Annual return

15.58%

27.66%-12.1pp

965.08%-949.5pp

73.15%-57.6pp

Employer contribution / active EE

$3,925

$2,068+89.8%

$2,839+38.2%

$2,343+67.6%

Participant deferral / active EE

$5,368

$2,695+99.2%

$3,609+48.8%

$3,332+61.1%

Admin fee / account holder

$227

$3,584-93.7%

$4,904-95.4%

$4,645-95.1%

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