Retirement plan

EMPLOYEE BENEFIT PLAN OF SUN AQ TRIBE OF KODIAK

Name: SUN AQ TRIBE OF KODIAK - EMPLOYEE BENEFIT PLAN OF SUN AQ TRIBE OF KODIAK (2017) Form 5500
Creator: SUN AQ TRIBE OF KODIAK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SUN AQ TRIBE OF KODIAK, SUN AQ TRIBE OF KODIAK

SUN AQ TRIBE OF KODIAKEIN 71-0930513Plan #001PY 2017

312 W MARINE WAY - KODIAK, AK 996156396907-486-4449sunaq.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$425K

+23.1% from 2016

Total participants

+11.8% from 2016

Average account balance

$22,372

+10.2% from 2016

Annual return

8.19%

-7366.21 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.55M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

161.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$139K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7211

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 codes2F2T3D3H

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).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

Expense breakdown

Schedule H Part II

Admin total

$32K

$2005 / participant

Other / not subdivided$32K100.0%

% of EOY assets

7.548%

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

$22,372

$99,009-77.4%

$86,581-74.2%

$147,585-84.8%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

8.19%

1312.70%-1304.5pp

965.06%-956.9pp

578.58%-570.4pp

Employer contribution / active EE

$2,395

$3,132-23.5%

$2,840-15.7%

$4,876-50.9%

Participant deferral / active EE

$2,828

$3,972-28.8%

$3,609-21.6%

$5,439-48.0%

Admin fee / account holder

$1,689

$5,709-70.4%

$4,904-65.6%

$10,886-84.5%

EMPLOYEE BENEFIT PLAN OF SUN AQ TRIBE OF KODIAK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SUN AQ TRIBE OF KODIAK

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