Retirement plan

ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN

Name: ATLANTA BOTANICAL GARDEN, INC. - ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: ATLANTA BOTANICAL GARDEN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN, ATLANTA BOTANICAL GARDEN, INC.

ATLANTA BOTANICAL GARDEN, INC.EIN 58-1313284Plan #002PY 2015

1345 PIEDMONT AVE NE - ATLANTA, GA 303093366404-876-5859atlantabg.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$3M

No prior year

Total participants

184

No prior year

Average account balance

$27,143

No prior year

Annual return

0.66%

No prior year

Benchmarks

See 515 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort515 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.15M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

202

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.

72.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$953K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$128

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

1 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 codes2F2G2L2M2S2T3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$50K

$335 / participant

Other / not subdivided$50K100.0%

% of EOY assets

1.641%

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

$27,143

$37,134-26.9%

$100,671-73.0%

$52,331-48.1%

Participation rate

51.7%

57.7%-6.0pp

70.7%-19.0pp

68.1%-16.4pp

Annual return

0.66%

0.10%+0.6pp

20.43%-19.8pp

4.54%-3.9pp

Employer contribution / active EE

$822

$1,187-30.7%

$4,012-79.5%

$1,882-56.3%

Participant deferral / active EE

$1,248

$2,163-42.3%

$3,144-60.3%

$3,022-58.7%

Admin fee / account holder

$445

$467-4.6%

$4,850-90.8%

$592-24.7%

ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ATLANTA BOTANICAL GARDEN, INC. 403(B) RETIREMENT SAVINGS 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