Retirement plan

NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY PLAN

Name: NATIONAL MUSEUM OF WILDLIFE ART - NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY PLAN (2016) Form 5500
Creator: NATIONAL MUSEUM OF WILDLIFE ART
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY PLAN, NATIONAL MUSEUM OF WILDLIFE ART

NATIONAL MUSEUM OF WILDLIFE ARTEIN 74-2431071Plan #002PY 2016

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

Other plans on this EIN

1 filing

#001Retirement-$1.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$935K

-10.0% from 2015

Total participants

-2.5% from 2015

Average account balance

$25,262

-10.0% from 2015

Annual return

5.46%

+3.36 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$123K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-102.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2L

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.

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

$257K

$12828 / participant

Other / not subdivided$257K100.0%

% of EOY assets

27.449%

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

$25,262

$153,311-83.5%

$109,313-76.9%

$273,972-90.8%

Participation rate

90.0%

80.1%+9.9pp

71.3%+18.7pp

83.0%+7.0pp

Annual return

5.46%

29.86%-24.4pp

22.07%-16.6pp

41.46%-36.0pp

Employer contribution / active EE

$5,619-100.0%

$3,892-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,823

$3,932+22.7%

$3,166+52.3%

$5,287-8.8%

Admin fee / account holder

$6,934

$8,076-14.1%

$5,666+22.4%

$10,133-31.6%

NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY 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