Retirement plan

CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN

Name: SEA TURTLE CONSERVANCY, INC. - CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN (2015) Form 5500
Creator: SEA TURTLE CONSERVANCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN, SEA TURTLE CONSERVANCY, INC.

SEA TURTLE CONSERVANCY, INC.dba CARIBBEAN CONSERVATION CORPORATIONEIN 59-6151069Plan #002PY 2015

4424 NW 13TH ST., SUITE B-11 - GAINESVILLE, FL 32609352-373-6441conserveturtles.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$1.1M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$372K

No prior year

Total participants

No prior year

Average account balance

$53,195

No prior year

Annual return

0.66%

No prior year

Benchmarks

See 26,340 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,340 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$778K

Not enough data

1 years with asset history on file

Average account balance

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

$71K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$19K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2L2G

Plan features

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.

Opportunity flags

0 tripped

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

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

$53,195

$84,685-37.2%

$73,836-28.0%

$125,389-57.6%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

0.66%

3123.80%-3123.1pp

2268.06%-2267.4pp

282.24%-281.6pp

Employer contribution / active EE

$3,123-100.0%

$2,787-100.0%

$4,866-100.0%

Participant deferral / active EE

$4,708

$3,993+17.9%

$3,583+31.4%

$5,352-12.0%

Admin fee / account holder

$5,694-100.0%

$4,882-100.0%

$9,541-100.0%

CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CARIBBEAN CONSERVATION CORPORATION TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion