Retirement plan

MUSEUM OF CRAFT AND DESIGN 401(K) PLAN

Name: MUSEUM OF CRAFT AND DESIGN - MUSEUM OF CRAFT AND DESIGN 401(K) PLAN (2020) 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 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$585K

+51.9% from 2019

Total participants

+20.0% from 2019

Average account balance

$65,006

+35.1% from 2019

Annual return

19.63%

-2.31 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$180

$16 / participant

Other / not subdivided$180100.0%

% of EOY assets

0.031%

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

$65,006

$176,402-63.1%

$134,155-51.5%

$158,950-59.1%

Participation rate

72.7%

78.7%-6.0pp

72.2%+0.5pp

82.0%-9.2pp

Annual return

19.63%

63.66%-44.0pp

36.34%-16.7pp

302.91%-283.3pp

Employer contribution / active EE

$2,797

$5,042-44.5%

$3,705-24.5%

$4,762-41.3%

Participant deferral / active EE

$8,514

$4,093+108.0%

$3,500+143.3%

$5,983+42.3%

Admin fee / account holder

$20

$8,719-99.8%

$6,685-99.7%

$11,248-99.8%

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