Retirement plan

MUSEUM OF CRAFT AND DESIGN 401(K) PLAN

Name: MUSEUM OF CRAFT AND DESIGN - MUSEUM OF CRAFT AND DESIGN 401(K) PLAN (2018) Form 5500
Creator: MUSEUM OF CRAFT AND DESIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUSEUM OF CRAFT AND DESIGN 401(K) PLAN, MUSEUM OF CRAFT AND DESIGN

MUSEUM OF CRAFT AND DESIGNEIN 55-0830529Plan #001PY 2018

2569 THIRD STREET - SAN FRANCISCO, CA 94107415-773-0303sfmcd.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$228K

+61.7% from 2017

Total participants

0.0% from 2017

Average account balance

$32,563

+38.6% from 2017

Annual return

-0.95%

-20.03 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$529K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+9.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$57955

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$100

$11 / participant

Other / not subdivided$100100.0%

% of EOY assets

0.044%

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

$32,563

$158,852-79.5%

$121,220-73.1%

$135,379-75.9%

Participation rate

77.8%

79.3%-1.5pp

71.8%+6.0pp

82.6%-4.9pp

Annual return

-0.95%

-0.64%-0.3pp

16.94%-17.9pp

519.79%-520.7pp

Employer contribution / active EE

$2,445

$5,666-56.8%

$4,023-39.2%

$4,779-48.8%

Participant deferral / active EE

$7,369

$4,006+84.0%

$3,345+120.3%

$5,609+31.4%

Admin fee / account holder

$14

$6,515-99.8%

$5,021-99.7%

$10,828-99.9%

MUSEUM OF CRAFT AND DESIGN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUSEUM OF CRAFT AND DESIGN 401(K) 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