Retirement plan

MANNED SPACE FLIGHT EDUCATION FOUNDATION 403(B) PLAN

Name: MANNED SPACE FLIGHT EDUCATION FOUNDATION - MANNED SPACE FLIGHT EDUCATION FOUNDATION 403(B) PLAN (2019) Form 5500
Creator: MANNED SPACE FLIGHT EDUCATION FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MANNED SPACE FLIGHT EDUCATION FOUNDATION 403(B) PLAN, MANNED SPACE FLIGHT EDUCATION FOUNDATION

MANNED SPACE FLIGHT EDUCATION FOUNDATIONEIN 76-0217152Plan #001PY 2019

1601 NASA PARKWAY - HOUSTON, TX 77058281-244-2100LinkedIn1-10 employeeshospitality

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$3.8M

+43.1% from 2018

Total participants

229

+10.6% from 2018

Average account balance

$22,306

+31.4% from 2018

Annual return

26.91%

+31.93 pp from 2018

Benchmarks

See 1,482 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,482 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.62M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

230

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.

45.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$977K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+11.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$106

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850	Other Services	$9,141
NOVA 401(K) ASSOCIATES2 years Service code 13 · EIN 20-1151458	Contract Administrator	$3,317

Plan features & details

Pension benefit codes2E2F2G2K2L2T3D

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.
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$10K

$49 / participant

Contract admin$10K100.0%

% of EOY assets

0.270%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ROBERTSON & ROBERTSON PLLC
Auditor EIN: 261631123
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,306

$60,795-63.3%

$69,483-67.9%

$65,186-65.8%

Participation rate

72.2%

74.9%-2.6pp

74.6%-2.4pp

70.2%+2.0pp

Annual return

26.91%

17.46%+9.4pp

28.99%-2.1pp

29.39%-2.5pp

Employer contribution / active EE

$1,021

$2,452-58.4%

$2,780-63.3%

$2,177-53.1%

Participant deferral / active EE

$2,336

$3,162-26.1%

$3,537-34.0%

$3,514-33.5%

Admin fee / account holder

$60

$314-80.8%

$3,841-98.4%

$847-92.9%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.3+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE

Service code 49 · EIN 04-1590850

Other Services

$9,141

NOVA 401(K) ASSOCIATES2 years

Service code 13 · EIN 20-1151458

Contract Administrator

$3,317

MANNED SPACE FLIGHT EDUCATION FOUNDATION 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MANNED SPACE FLIGHT EDUCATION FOUNDATION 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