Retirement plan

NATIONAL WILDLIFE MUSEUM OF WILDLIFE ART 403(B) DC PLAN

Name: NATIONAL MUSEUM OF WILDLIFE ART - NATIONAL WILDLIFE MUSEUM OF WILDLIFE ART 403(B) DC PLAN (2019) Form 5500
Creator: NATIONAL MUSEUM OF WILDLIFE ART
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL WILDLIFE MUSEUM OF WILDLIFE ART 403(B) DC PLAN, NATIONAL MUSEUM OF WILDLIFE ART

NATIONAL MUSEUM OF WILDLIFE ARTEIN 74-2431071Plan #001PY 2019

PO BOX 6825 - JACKSON, WY 83002307-733-5771wildlifeart.orgLinkedIn11-50 employeesmuseums and institutions

Other plans on this EIN

1 filing

#002Retirement-$1.5M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+22.4% from 2018

Total participants

+2.9% from 2018

Average account balance

$24,732

+12.1% from 2018

Annual return

20.25%

+24.51 pp from 2018

Benchmarks

See 2,672 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,672 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.89M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

279.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$212K

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

+15.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1733

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 codes2F2G2L2T

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.

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

$47K

$1569 / participant

Other / not subdivided$47K100.0%

% of EOY assets

2.681%

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

$24,732

$48,570-49.1%

$130,660-81.1%

$72,976-66.1%

Participation rate

100.0%

58.6%+41.4pp

71.7%+28.3pp

69.5%+30.5pp

Annual return

20.25%

38.63%-18.4pp

1709.29%-1689.0pp

81.02%-60.8pp

Employer contribution / active EE

$2,618

$1,334+96.3%

$4,092-36.0%

$2,440+7.3%

Participant deferral / active EE

$2,384-100.0%

$3,603-100.0%

$3,608-100.0%

Admin fee / account holder

$663

$3,549-81.3%

$5,463-87.9%

$5,124-87.1%

NATIONAL WILDLIFE MUSEUM OF WILDLIFE ART 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL WILDLIFE MUSEUM OF WILDLIFE ART 403(B) DC 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