Retirement plan

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION 403(B) PLAN

Name: TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION - TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION 403(B) PLAN (2018) Form 5500
Creator: TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION 403(B) PLAN, TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATIONEIN 68-0240341Plan #001PY 2018

2890 MITCHELL DRIVE - WALNUT CREEK, CA 94598925-296-3143

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+19.2% from 2017

Total participants

114

0.0% from 2017

Average account balance

$20,534

+14.7% from 2017

Annual return

-3.71%

-25.81 pp from 2017

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.03M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

77.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$547K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+19.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1398

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 codes2F2G2L2M2T3D

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$9K

$89 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.846%

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

$20,534

$44,873-54.2%

$79,467-74.2%

$56,289-63.5%

Participation rate

41.3%

68.7%-27.4pp

73.3%-32.0pp

69.9%-28.5pp

Annual return

-3.71%

0.81%-4.5pp

718.30%-722.0pp

-9.96%+6.2pp

Employer contribution / active EE

$421

$2,140-80.3%

$2,800-85.0%

$2,111-80.1%

Participant deferral / active EE

$1,633

$2,746-40.5%

$3,704-55.9%

$3,350-51.3%

Admin fee / account holder

$174

$418-58.5%

$5,104-96.6%

$521-66.6%

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TONY LA RUSSA'S ANIMAL RESCUE FOUNDATION 403(B) PLAN

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