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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+3.4% from 2017

Total participants

+12.2% from 2017

Average account balance

$26,647

-3.8% from 2017

Annual return

-4.70%

-23.33 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$26,647

$158,852-83.2%

$121,220-78.0%

$135,380-80.3%

Participation rate

87.5%

79.3%+8.2pp

71.8%+15.7pp

82.6%+4.9pp

Annual return

-4.70%

-0.64%-4.1pp

16.94%-21.6pp

519.81%-524.5pp

Employer contribution / active EE

$5,666-100.0%

$4,023-100.0%

$4,779-100.0%

Participant deferral / active EE

$3,724

$4,006-7.0%

$3,345+11.3%

$5,609-33.6%

Admin fee / account holder

$6,515-100.0%

$5,021-100.0%

$10,828-100.0%

NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NATIONAL MUSEUM OF WILDLIFE ART TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion