Retirement plan

TEF 401(K) PROFIT SHARING PLAN THORNSTON EDUCATIONAL FUND

Name: THORNSTON EDUCATION FUND - TEF 401(K) PROFIT SHARING PLAN THORNSTON EDUCATIONAL FUND (2017) Form 5500
Creator: THORNSTON EDUCATION FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEF 401(K) PROFIT SHARING PLAN THORNSTON EDUCATIONAL FUND, THORNSTON EDUCATION FUND

THORNSTON EDUCATION FUNDEIN 52-2350466Plan #001PY 2017

P.O. BOX 2951 - WRIGHTWOOD, CA 92397626-664-2396LinkedIn1-10 employeescivic & social organization

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$215K

+84.6% from 2016

Total participants

+14.3% from 2016

Average account balance

$26,930

+61.5% from 2016

Annual return

20.33%

-22.62 pp from 2016

Benchmarks

See 32,061 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,061 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$150K

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

$164K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1576

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$202 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.751%

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

$26,930

$99,031-72.8%

$86,597-68.9%

$147,585-81.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

20.33%

1312.56%-1292.2pp

964.96%-944.6pp

578.57%-558.2pp

Employer contribution / active EE

$7,278

$3,132+132.3%

$2,840+156.3%

$4,876+49.2%

Participant deferral / active EE

$2,095

$3,972-47.3%

$3,609-41.9%

$5,439-61.5%

Admin fee / account holder

$202

$5,711-96.5%

$4,906-95.9%

$10,885-98.1%

TEF 401(K) PROFIT SHARING PLAN THORNSTON EDUCATIONAL FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEF 401(K) PROFIT SHARING PLAN THORNSTON EDUCATIONAL FUND

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