Retirement plan

THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, INC.

Name: THE NATIONAL COWGIRL MUSEUM AN - THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, INC. (2023) Form 5500
Creator: THE NATIONAL COWGIRL MUSEUM AN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, INC., THE NATIONAL COWGIRL MUSEUM AN

THE NATIONAL COWGIRL MUSEUM ANEIN 75-1486136Plan #001PY 2023

1720 GENDY ST - FORT WORTH, TX 761074064817-336-4475cowgirl.netLinkedIn11-50 employeesmuseums and institutions

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$1.1M

+17.9% from 2022

Total participants

+18.8% from 2022

Average account balance

$64,272

+11.0% from 2022

Annual return

15.47%

+35.63 pp from 2022

Benchmarks

See 9,757 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,757 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4574

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 codes2G3D2J

Plan features

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$35K

$3927 / participant

Other / not subdivided$35K100.0%

% of EOY assets

3.235%

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

$64,272

$156,927-59.0%

$121,169-47.0%

$139,456-53.9%

Participation rate

77.8%

76.4%+1.3pp

69.5%+8.3pp

80.3%-2.5pp

Annual return

15.47%

1475.85%-1460.4pp

986.71%-971.2pp

373.45%-358.0pp

Employer contribution / active EE

$5,542-100.0%

$4,168-100.0%

$4,753-100.0%

Participant deferral / active EE

$6,462

$4,848+33.3%

$4,083+58.3%

$6,711-3.7%

Admin fee / account holder

$2,079

$6,946-70.1%

$5,645-63.2%

$11,407-81.8%

THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE NATIONAL COWGIRL MUSEUM AND HALL OF FAME, INC.

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