Retirement plan

TEXAS FORESTRY ASSOCIATION MONEY PURCHASE PENSION PLAN

Name: TEXAS FORESTRY ASSOCIATION - TEXAS FORESTRY ASSOCIATION MONEY PURCHASE PENSION PLAN (2016) Form 5500
Creator: TEXAS FORESTRY ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TEXAS FORESTRY ASSOCIATION MONEY PURCHASE PENSION PLAN, TEXAS FORESTRY ASSOCIATION

TEXAS FORESTRY ASSOCIATIONEIN 75-0771007Plan #002PY 2016

P O BOX 1488 - LUFKIN, TX 75902936-632-8733texasforestry.orgLinkedIn1-10 employeespaper & forest products

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$988K

+8.6% from 2015

Total participants

-12.5% from 2015

Average account balance

$141,097

+24.1% from 2015

Annual return

4.33%

+4.36 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$604K

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$540

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 codes2C3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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

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

$2K

$312 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.221%

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

$141,097

$136,307+3.5%

$106,619+32.3%

$273,972-48.5%

Participation rate

100.0%

84.8%+15.2pp

78.0%+22.0pp

83.0%+17.0pp

Annual return

4.33%

11.05%-6.7pp

9.42%-5.1pp

41.46%-37.1pp

Employer contribution / active EE

$5,661

$5,190+9.1%

$3,947+43.4%

$4,869+16.3%

Participant deferral / active EE

$4,969-100.0%

$3,930-100.0%

$5,287-100.0%

Admin fee / account holder

$312

$8,625-96.4%

$6,418-95.1%

$10,133-96.9%

TEXAS FORESTRY ASSOCIATION MONEY PURCHASE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TEXAS FORESTRY ASSOCIATION MONEY PURCHASE PENSION 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