Retirement plan

TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) PLAN

Name: TLL TEMPLE MEMORIAL LIBRARY & ARCH - TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) PLAN (2020) Form 5500
Creator: TLL TEMPLE MEMORIAL LIBRARY & ARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) PLAN, TLL TEMPLE MEMORIAL LIBRARY & ARCH

TLL TEMPLE MEMORIAL LIBRARY & ARCHEIN 75-2902594Plan #002PY 2020

300 PARK STREET - DIBOLL, TX 759411633936-829-5497tlltemplememoriallibrary.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+20.1% from 2019

Total participants

0.0% from 2019

Average account balance

$130,525

+20.1% from 2019

Annual return

12.50%

-2.98 pp from 2019

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$909K

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30377

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 codes2E2J2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$150

$17 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.013%

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

$130,525

$176,402-26.0%

$134,162-2.7%

$158,982-17.9%

Participation rate

100.0%

78.7%+21.3pp

72.2%+27.8pp

82.0%+18.0pp

Annual return

12.50%

63.66%-51.2pp

36.35%-23.8pp

302.99%-290.5pp

Employer contribution / active EE

$4,785

$5,042-5.1%

$3,705+29.2%

$4,763+0.5%

Participant deferral / active EE

$3,451

$4,093-15.7%

$3,500-1.4%

$5,983-42.3%

Admin fee / account holder

$17

$8,719-99.8%

$6,685-99.8%

$11,252-99.9%

TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) 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