Retirement plan

TENNESSEE RIVER GORGE TRUST, INC. 403(B) PLAN

Name: TENNESSEE RIVER GORGE TRUST, INC. - TENNESSEE RIVER GORGE TRUST, INC. 403(B) PLAN (2015) Form 5500
Creator: TENNESSEE RIVER GORGE TRUST, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TENNESSEE RIVER GORGE TRUST, INC. 403(B) PLAN, TENNESSEE RIVER GORGE TRUST, INC.

TENNESSEE RIVER GORGE TRUST, INC.EIN 62-1278612Plan #001PY 2015

1214 DARTMOUTH STREET - CHATTANOOGA, TN 374053012423-266-0314trgt.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$89K

No prior year

Total participants

No prior year

Average account balance

$29,710

No prior year

Annual return

-4.32%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$401K

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+10.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$50519

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 codes2F2G2L2M2T

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.
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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$29,710

$84,697-64.9%

$73,845-59.8%

$125,393-76.3%

Participation rate

100.0%

76.8%+23.2pp

73.4%+26.6pp

83.2%+16.8pp

Annual return

-4.32%

3123.66%-3128.0pp

2267.91%-2272.2pp

282.23%-286.6pp

Employer contribution / active EE

$3,473

$3,123+11.2%

$2,788+24.6%

$4,866-28.6%

Participant deferral / active EE

$11,122

$3,993+178.6%

$3,583+210.4%

$5,351+107.8%

Admin fee / account holder

$5,692-100.0%

$4,881-100.0%

$9,541-100.0%

TENNESSEE RIVER GORGE TRUST, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TENNESSEE RIVER GORGE TRUST, INC. 403(B) 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