Retirement plan

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN

Name: LYNDON BAINES JOHNSON FOUNDATION - THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN (2019) Form 5500
Creator: LYNDON BAINES JOHNSON FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN, LYNDON BAINES JOHNSON FOUNDATION

LYNDON BAINES JOHNSON FOUNDATIONEIN 74-1774063Plan #001PY 2019

2313 RED RIVER - AUSTIN, TX 787055705512-232-2266lbjfoundation.orgLinkedIn11-50 employeesphilanthropy

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+21.1% from 2018

Total participants

+14.3% from 2018

Average account balance

$38,737

+5.3% from 2018

Annual return

12.31%

+13.26 pp from 2018

Benchmarks

See 8,599 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,599 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.66M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

179.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$202K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+8.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6332

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 codes2F2G2L2T3D

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.
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

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

$33K

$1077 / participant

Other / not subdivided$33K100.0%

% of EOY assets

1.874%

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

$38,737

$54,757-29.3%

$90,304-57.1%

$72,975-46.9%

Participation rate

93.5%

65.2%+28.4pp

73.3%+20.3pp

69.5%+24.1pp

Annual return

12.31%

30.63%-18.3pp

78.13%-65.8pp

81.01%-68.7pp

Employer contribution / active EE

$3,146

$2,093+50.3%

$2,855+10.2%

$2,440+28.9%

Participant deferral / active EE

$2,127

$2,887-26.3%

$3,885-45.3%

$3,608-41.0%

Admin fee / account holder

$726

$3,973-81.7%

$5,354-86.4%

$5,124-85.8%

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE LYNDON BAINES JOHNSON FOUNDATION EMPLOYEES 403B TDA 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