Retirement plan

THTBC RETIREMENT PLAN

Name: TLINGIT HAIDA TRIBAL BUSINESS CORP. - THTBC RETIREMENT PLAN (2019) Form 5500
Creator: TLINGIT HAIDA TRIBAL BUSINESS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THTBC RETIREMENT PLAN, TLINGIT HAIDA TRIBAL BUSINESS CORP.

TLINGIT HAIDA TRIBAL BUSINESS CORP.EIN 80-0943513Plan #001PY 2019

4208 198TH STREET SW, SUITE 104 - LYNWOOD, WA 98036720-399-2446

Prospect flagsLow participation

Top hat statement on fileNQDC

Filed March 16, 2017

Plan administrator

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2595 Canyon Blvd STE 240

Boulder State: CO Zip Code: 80302

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Plans declared (1)

THTBC Executive Retirement Plan5 emp

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Total assets (EOY)

$15.2M

+43.6% from 2018

Total participants

937

+65.0% from 2018

Average account balance

$24,774

+18.6% from 2018

Annual return

40.98%

+41.56 pp from 2018

Benchmarks

See 689 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants250-999

Cohort689 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.17M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

1,274

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.

61.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.72M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$126

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

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
USI CONSULTING GROUP3+ years Service code 12 · EIN 06-1053228	Finders' fees / placement fees; Sub-t...	$68,196

Plan features & details

Pension benefit codes2E2F2G2J2K2T

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.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$68K

$90 / participant

Other / not subdivided$68K100.0%

% of EOY assets

0.449%

all-in expense ratio

Categories reported

0 / 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: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$24,774

$40,522-38.9%

$84,628-70.7%

$67,579-63.3%

Participation rate

57.2%

51.1%+6.1pp

68.2%-11.0pp

71.3%-14.1pp

Annual return

40.98%

32.72%+8.3pp

258.80%-217.8pp

378.56%-337.6pp

Employer contribution / active EE

$2,461

$1,146+114.7%

$2,653-7.2%

$2,148+14.6%

Participant deferral / active EE

$1,594

$2,132-25.2%

$3,900-59.1%

$3,539-55.0%

Admin fee / account holder

$111

$145-23.4%

$4,914-97.7%

$142-21.8%

Provider

Service type

Compensation

USI CONSULTING GROUP3+ years

Service code 12 · EIN 06-1053228

Finders' fees / placement fees; Sub-t...

$68,196

THTBC RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THTBC RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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