Retirement plan

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

Name: NASHVILLE ACADEMY THEATRE & NA - NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION (2024) Form 5500
Creator: NASHVILLE ACADEMY THEATRE & NA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION, NASHVILLE ACADEMY THEATRE & NA

NASHVILLE ACADEMY THEATRE & NAEIN 62-0637709Plan #001PY 2024

25 MIDDLETON ST - NASHVILLE, TN 372102040615-254-9103LinkedIn1-10 employeesprimary/secondary education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$236K

-5.8% from 2023

Total participants

-80.0% from 2023

Average account balance

$78,550

+371.2% from 2023

Annual return

11.90%

-2.32 pp from 2023

Benchmarks

See 10,234 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort10,234 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$236K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15248

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 codes2G3D2J

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.
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.
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

$46K

Other / not subdivided$46K100.0%

% of EOY assets

19.412%

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

$78,550

$169,361-53.6%

$129,397-39.3%

$145,877-46.2%

Participation rate

0.0%

76.5%-76.5pp

69.6%-69.6pp

80.3%-80.3pp

Annual return

11.90%

14395.54%-14383.6pp

9453.98%-9442.1pp

551.28%-539.4pp

Employer contribution / active EE

$5,542-100.0%

$4,154-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,987-100.0%

$4,167-100.0%

$6,691-100.0%

Admin fee / account holder

$15,248

$9,903+54.0%

$7,679+98.6%

$13,402+13.8%

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NASHVILLE ACADEMY THEATRE & NASHVILLE CHILDREN'S THEATRE ASSOCIATION

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