Retirement plan

403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION

Name: NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION - 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION (2020) Form 5500
Creator: NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION, NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION

NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATIONEIN 62-0637709Plan #001PY 2020

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

Prospect flagsHigh feesLow assets / participant

How to read this page

Total assets (EOY)

$257K

-36.4% from 2019

Total participants

-8.3% from 2019

Average account balance

$11,660

-30.6% from 2019

Annual return

6.74%

-12.56 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

$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 codes2F2G2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$179K

$19883 / participant

Other / not subdivided$179K100.0%

% of EOY assets

69.757%

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

$11,660

$176,402-93.4%

$134,162-91.3%

$158,966-92.7%

Participation rate

100.0%

78.7%+21.3pp

72.2%+27.8pp

82.0%+18.0pp

Annual return

6.74%

63.66%-56.9pp

36.35%-29.6pp

302.95%-296.2pp

Employer contribution / active EE

$68

$5,042-98.7%

$3,705-98.2%

$4,762-98.6%

Participant deferral / active EE

$452

$4,093-88.9%

$3,500-87.1%

$5,983-92.4%

Admin fee / account holder

$8,134

$8,719-6.7%

$6,685+21.7%

$11,250-27.7%

403(B) THRIFT PLAN OF NASHVILLE ACADEMY THEATRE NASHVILLE CHILDREN S THEATRE ASSOCIATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF 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