Retirement plan

EMPLOYEE BENEFIT PLAN OF TENNGREEN LAND CONSERVANCY

Name: TENNGREEN LAND CONSERVANCY - EMPLOYEE BENEFIT PLAN OF TENNGREEN LAND CONSERVANCY (2020) Form 5500
Creator: TENNGREEN LAND CONSERVANCY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF TENNGREEN LAND CONSERVANCY, TENNGREEN LAND CONSERVANCY

TENNGREEN LAND CONSERVANCYdba TENNGREEN LAND CONSERVANCYEIN 62-1557574Plan #001PY 2020

1213 16TH AVE S - NASHVILLE, TN 372122901615-329-4441tenngreen.orgLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$359K

+88.6% from 2018

Total participants

+36.4% from 2018

Average account balance

$29,946

+72.9% from 2018

Annual return

13.35%

+17.95 pp from 2018

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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 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

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

$5K

$529 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.472%

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

$29,946

$100,911-70.3%

$90,440-66.9%

$158,966-81.2%

Participation rate

70.0%

75.0%-5.0pp

72.7%-2.7pp

82.0%-12.0pp

Annual return

13.35%

1726.62%-1713.3pp

1294.38%-1281.0pp

302.95%-289.6pp

Employer contribution / active EE

$2,393

$3,690-35.1%

$3,263-26.7%

$4,762-49.7%

Participant deferral / active EE

$3,073

$4,348-29.3%

$3,964-22.5%

$5,983-48.6%

Admin fee / account holder

$441

$6,507-93.2%

$5,615-92.1%

$11,250-96.1%

EMPLOYEE BENEFIT PLAN OF TENNGREEN LAND CONSERVANCY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF TENNGREEN LAND CONSERVANCY

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