Retirement plan

LEWIS GINTER BOTANICAL GARDEN INC RETIREMENT PLAN

Name: LEWIS GINTER BOTANICAL GARDEN INC - LEWIS GINTER BOTANICAL GARDEN INC RETIREMENT PLAN (2015) Form 5500
Creator: LEWIS GINTER BOTANICAL GARDEN INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEWIS GINTER BOTANICAL GARDEN INC RETIREMENT PLAN, LEWIS GINTER BOTANICAL GARDEN INC

LEWIS GINTER BOTANICAL GARDEN INCEIN 54-1273467Plan #002PY 2015

1800 LAKESIDE AVE - RICHMOND, VA 232284700804-262-9887lewisginter.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$18,742

No prior year

Annual return

-0.18%

No prior year

Benchmarks

See 2,206 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,206 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

124.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$321K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7455

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$415K

$7826 / participant

Other / not subdivided$415K100.0%

% of EOY assets

37.509%

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

$18,742

$39,162-52.1%

$100,671-81.4%

$59,633-68.6%

Participation rate

98.1%

55.9%+42.3pp

70.7%+27.4pp

68.7%+29.4pp

Annual return

-0.18%

21.07%-21.3pp

20.43%-20.6pp

2041.45%-2041.6pp

Employer contribution / active EE

$1,200

$1,151+4.3%

$4,012-70.1%

$2,203-45.5%

Participant deferral / active EE

$2,506

$1,992+25.8%

$3,144-20.3%

$3,192-21.5%

Admin fee / account holder

$7,030

$2,969+136.8%

$4,850+45.0%

$4,297+63.6%

LEWIS GINTER BOTANICAL GARDEN INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEWIS GINTER BOTANICAL GARDEN INC 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