Retirement plan

THE DALLAS INSTITUTE OF HUMANITIES AND CULTURE 403(B) PLAN

Name: THE PEGASUS FOUNDATION DBA - THE DALLAS INSTITUTE OF HUMANITIES AND CULTURE 403(B) PLAN (2017) Form 5500
Creator: THE PEGASUS FOUNDATION DBA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE DALLAS INSTITUTE OF HUMANITIES AND CULTURE 403(B) PLAN, THE PEGASUS FOUNDATION DBA

THE PEGASUS FOUNDATION DBAdba THE DALLAS INSTITUTE OF HUMANITIES AND CULTUREEIN 75-1721049Plan #001PY 2017

2719 ROUTH STREET - DALLAS, TX 75201214-981-8820

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$470K

+20.9% from 2016

Total participants

+18.2% from 2016

Average account balance

$47,034

-3.3% from 2016

Annual return

13.28%

-2.11 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Not enough data

0 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

-100.00%

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 codes2L2G3D

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$305 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.583%

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

$47,034

$99,011-52.5%

$86,582-45.7%

$147,586-68.1%

Participation rate

66.7%

76.3%-9.7pp

73.5%-6.9pp

82.8%-16.2pp

Annual return

13.28%

1312.75%-1299.5pp

965.08%-951.8pp

578.59%-565.3pp

Employer contribution / active EE

$1,259

$3,132-59.8%

$2,839-55.7%

$4,876-74.2%

Participant deferral / active EE

$2,321

$3,972-41.6%

$3,609-35.7%

$5,439-57.3%

Admin fee / account holder

$274

$5,709-95.2%

$4,904-94.4%

$10,886-97.5%

THE DALLAS INSTITUTE OF HUMANITIES AND CULTURE 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE DALLAS INSTITUTE OF HUMANITIES AND CULTURE 403(B) 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