Retirement plan

EMPLOYEE BENEFIT PLAN OF TENNESSEE PARKS AND GREENWAYS FOUNDATION

Name: TENNESSEE PARKS AND GREENWAYS FOUND ATION - EMPLOYEE BENEFIT PLAN OF TENNESSEE PARKS AND GREENWAYS FOUNDATION (2016) Form 5500
Creator: TENNESSEE PARKS AND GREENWAYS FOUND ATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TENNESSEE PARKS AND GREENWAYS FOUNDATION, TENNESSEE PARKS AND GREENWAYS FOUND ATION

TENNESSEE PARKS AND GREENWAYS FOUND ATIONEIN 62-1557574Plan #001PY 2016

117 30TH AVE S - NASHVILLE, TN 37212615-329-4441tenngreen.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$107K

+24.4% from 2015

Total participants

0.0% from 2015

Average account balance

$13,399

+40.0% from 2015

Annual return

6.74%

+8.45 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$746K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

113.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$106K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1549

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 codes2E2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$703

$88 / participant

Other / not subdivided$703100.0%

% of EOY assets

0.656%

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

$13,399

$90,486-85.2%

$78,676-83.0%

$273,972-95.1%

Participation rate

87.5%

76.5%+11.0pp

73.6%+13.9pp

83.0%+4.5pp

Annual return

6.74%

75.62%-68.9pp

62.19%-55.4pp

41.46%-34.7pp

Employer contribution / active EE

$648

$3,175-79.6%

$2,850-77.3%

$4,869-86.7%

Participant deferral / active EE

$1,345

$3,901-65.5%

$3,517-61.8%

$5,287-74.6%

Admin fee / account holder

$88

$5,263-98.3%

$4,510-98.1%

$10,133-99.1%

EMPLOYEE BENEFIT PLAN OF TENNESSEE PARKS AND GREENWAYS FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TENNESSEE PARKS AND GREENWAYS FOUNDATION

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