Retirement plan

TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) PLAN

Name: TLL TEMPLE MEMORIAL LIBRARY & ARCH - TLL TEMPLE MEMORIAL LIBRARY & ARCHIVES 401(K) PLAN (2023) 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 2023

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$978K

+18.5% from 2022

Total participants

-11.1% from 2022

Average account balance

$122,250

+33.4% from 2022

Annual return

14.78%

+28.61 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

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

$19K

$2361 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.931%

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

$122,250

$156,963-22.1%

$121,204+0.9%

$139,466-12.3%

Participation rate

100.0%

76.5%+23.5pp

69.5%+30.5pp

80.3%+19.7pp

Annual return

14.78%

1476.75%-1462.0pp

987.18%-972.4pp

373.66%-358.9pp

Employer contribution / active EE

$3,647

$5,544-34.2%

$4,170-12.5%

$4,754-23.3%

Participant deferral / active EE

$2,603

$4,848-46.3%

$4,083-36.3%

$6,712-61.2%

Admin fee / account holder

$2,361

$6,953-66.0%

$5,651-58.2%

$11,409-79.3%

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