Retirement plan

MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN

Name: MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION - MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN (2020) Form 5500
Creator: MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN, MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION

MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATIONEIN 77-0252722Plan #001PY 2020

125 STATE STREET - SANTA BARBARA, CA 93101805-770-5000moxi.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow participationLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$258K

+54.8% from 2019

Total participants

-16.1% from 2019

Average account balance

$15,174

+36.5% from 2019

Annual return

22.46%

-7.81 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

$661K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

112.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2113

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 codes2A2F2G2L2M2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$15,174

$176,402-91.4%

$134,162-88.7%

$158,966-90.5%

Participation rate

52.6%

78.7%-26.1pp

72.2%-19.6pp

82.0%-29.3pp

Annual return

22.46%

63.66%-41.2pp

36.35%-13.9pp

302.95%-280.5pp

Employer contribution / active EE

$5,042-100.0%

$3,705-100.0%

$4,762-100.0%

Participant deferral / active EE

$2,834

$4,093-30.8%

$3,500-19.0%

$5,983-52.6%

Admin fee / account holder

$8,719-100.0%

$6,685-100.0%

$11,250-100.0%

MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MOXI, THE WOLF MUSEUM OF EXPLORATION + INNOVATION 403(B) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion