Retirement plan

NATURESERVE SAVING AND RETIREMENT PLAN

Name: NATURESERVE - NATURESERVE SAVING AND RETIREMENT PLAN (2017) Form 5500
Creator: NATURESERVE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATURESERVE SAVING AND RETIREMENT PLAN, NATURESERVE

NATURESERVEEIN 52-1884438Plan #001PY 2017

4600 NORTH FAIRFAX DRIVE, 7TH FLOOR - ARLINGTON, VA 22203703-908-1800natureserve.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$16.4M

+22.4% from 2016

Total participants

-3.1% from 2016

Average account balance

$190,188

+31.0% from 2016

Annual return

22.40%

+15.40 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

$25.31M

Not enough data

1 years with asset history on file

Average account balance

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

$239K

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.

106

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.

96.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$809K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2298

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$637K

$9511 / participant

Other / not subdivided$637K100.0%

% of EOY assets

3.896%

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

$190,188

$53,128+258.0%

$86,582+119.7%

$70,126+171.2%

Participation rate

86.6%

65.3%+21.3pp

73.5%+13.0pp

69.5%+17.0pp

Annual return

22.40%

27.66%-5.3pp

965.08%-942.7pp

73.15%-50.7pp

Employer contribution / active EE

$3,622

$2,068+75.2%

$2,839+27.6%

$2,343+54.6%

Participant deferral / active EE

$5,948

$2,695+120.7%

$3,609+64.8%

$3,332+78.5%

Admin fee / account holder

$7,410

$3,584+106.8%

$4,904+51.1%

$4,645+59.5%

NATURESERVE SAVING AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATURESERVE SAVING AND RETIREMENT 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