Retirement plan

403(B) THRIFT PLAN OF THE MARION I. & HENRY J. KNOTT FOUNDATION

Name: THE MARION I. & HENRY J. KNOTT FOUN DATION - 403(B) THRIFT PLAN OF THE MARION I. & HENRY J. KNOTT FOUNDATION (2016) Form 5500
Creator: THE MARION I. & HENRY J. KNOTT FOUN DATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE MARION I. & HENRY J. KNOTT FOUNDATION, THE MARION I. & HENRY J. KNOTT FOUN DATION

THE MARION I. & HENRY J. KNOTT FOUN DATIONEIN 52-1517876Plan #001PY 2016

3904 HICKORY AVE - BALTIMORE, MD 21211410-235-7068knottfoundation.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$791K

+22.0% from 2015

Total participants

0.0% from 2015

Average account balance

$263,526

+22.0% from 2015

Annual return

9.40%

+11.19 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$828K

Not enough data

1 years with asset history on file

Average account balance

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

$207K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+15.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2L2G2F2S2T

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$36

$12 / participant

Other / not subdivided$36100.0%

% of EOY assets

0.005%

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

$263,526

$90,486+191.2%

$78,676+235.0%

$273,972-3.8%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

9.40%

75.62%-66.2pp

62.19%-52.8pp

41.46%-32.1pp

Employer contribution / active EE

$5,648

$3,175+77.9%

$2,850+98.2%

$4,869+16.0%

Participant deferral / active EE

$21,611

$3,901+453.9%

$3,517+514.5%

$5,287+308.7%

Admin fee / account holder

$12

$5,263-99.8%

$4,510-99.7%

$10,133-99.9%

403(B) THRIFT PLAN OF THE MARION I. & HENRY J. KNOTT FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE MARION I. & HENRY J. KNOTT FOUNDATION

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