Retirement plan

COMPUTER HISTORY MUSEUM 403(B) PLAN

Name: COMPUTER HISTORY MUSEUM - COMPUTER HISTORY MUSEUM 403(B) PLAN (2016) Form 5500
Creator: COMPUTER HISTORY MUSEUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMPUTER HISTORY MUSEUM 403(B) PLAN, COMPUTER HISTORY MUSEUM

COMPUTER HISTORY MUSEUMEIN 77-0507525Plan #001PY 2016

1401 N. SHORELINE BLVD. - MOUNTAIN VIEW, CA 94043650-810-1010computerhistory.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

No prior year

Total participants

No prior year

Average account balance

$48,041

No prior year

Annual return

11.33%

No prior year

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.49M

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$838K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+18.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19176

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 codes2F2G2M2T

Plan features

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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$90K

$1608 / participant

Other / not subdivided$90K100.0%

% of EOY assets

2.402%

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

$48,041

$41,377+16.1%

$109,313-56.1%

$62,881-23.6%

Participation rate

78.6%

57.5%+21.0pp

71.3%+7.3pp

69.3%+9.3pp

Annual return

11.33%

11.05%+0.3pp

22.07%-10.7pp

20.14%-8.8pp

Employer contribution / active EE

$2,038

$1,276+59.7%

$3,892-47.6%

$2,281-10.6%

Participant deferral / active EE

$6,138

$2,045+200.2%

$3,166+93.9%

$3,203+91.6%

Admin fee / account holder

$1,154

$2,884-60.0%

$5,666-79.6%

$4,296-73.1%

COMPUTER HISTORY MUSEUM 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMPUTER HISTORY MUSEUM 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