Retirement plan

PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

Name: PEROT MUSEUM OF NATURE AND SCIENCE - PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN (2017) Form 5500
Creator: PEROT MUSEUM OF NATURE AND SCIENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN, PEROT MUSEUM OF NATURE AND SCIENCE

PEROT MUSEUM OF NATURE AND SCIENCEEIN 75-6067569Plan #001PY 2017

2201 N. FIELD STREET - DALLAS, TX 75201214-428-5555perotmuseum.orgLinkedIn201-500 employeesmuseums and institutions

Prospect flagsLow assets / participant

Top hat statement on fileNQDC

Filed November 17, 2017

Open the filing PDF

How to read this page

Total assets (EOY)

$4.1M

+20.4% from 2016

Total participants

365

+9.9% from 2016

Average account balance

$13,503

+11.7% from 2016

Annual return

14.50%

+7.91 pp from 2016

Benchmarks

See 399 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort399 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$7.54M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

245

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.

89.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$859K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+12.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$196

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

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215	Recordkeeping	$48,174
CECILCO3+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254	Contract Administrator	$15,835
PROSPERA FINANCIAL SERVICES3+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240	Advisory (Plan)	$2,535

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$31K

$101 / participant

Investment mgmt$31K100.0%

% of EOY assets

0.763%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEAVER AND TIDWELL, L.L.P.
Auditor EIN: 750786316
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,503

$45,324-70.2%

$122,332-89.0%

$69,631-80.6%

Participation rate

79.6%

59.9%+19.7pp

71.6%+8.0pp

70.7%+8.9pp

Annual return

14.50%

25.35%-10.8pp

30.27%-15.8pp

27571.02%-27556.5pp

Employer contribution / active EE

$834

$1,230-32.2%

$4,050-79.4%

$2,032-59.0%

Participant deferral / active EE

$1,552

$2,367-34.4%

$3,287-52.8%

$3,224-51.8%

Admin fee / account holder

$103

$87+18.4%

$5,478-98.1%

$110-6.7%

Provider

Service type

Compensation

NATIONWIDE3+ years

Service code 15

ONE NATIONWIDE · COLUMBUS, OH 43215

Recordkeeping

$48,174

CECILCO3+ years

Service code 13

14881 QUORUM DRIVE · DALLAS, TX 75254

Contract Administrator

$15,835

PROSPERA FINANCIAL SERVICES3+ years

Service code 27

5429 LBJ FREEWAY · DALLAS, TX 75240

Advisory (Plan)

$2,535

PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN

Top hat statement on fileNQDC

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