Retirement plan

THE MAUREEN AND MIKE MANSFIELD FOUNDATION RETIREMENT PLAN

Name: THE MAUREEN AND MIKE MANSFIELD FOUNDATION - THE MAUREEN AND MIKE MANSFIELD FOUNDATION RETIREMENT PLAN (2020) Form 5500
Creator: THE MAUREEN AND MIKE MANSFIELD FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE MAUREEN AND MIKE MANSFIELD FOUNDATION RETIREMENT PLAN, THE MAUREEN AND MIKE MANSFIELD FOUNDATION

THE MAUREEN AND MIKE MANSFIELD FOUNDATIONEIN 81-0411708Plan #001PY 2020

UNIVERSITY OF MONTANA MANSFIELD LIB, 32 CAMPUS DR 4TH FL - MISSOULA, MT 59812406-243-2215

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

-5.6% from 2019

Total participants

-34.8% from 2019

Average account balance

$78,743

+55.2% from 2019

Annual return

43.54%

+19.67 pp from 2019

Benchmarks

See 6,199 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,199 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

154.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+20.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13713

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 codes2F2G2L2T

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.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$655K

$81884 / participant

Other / not subdivided$655K100.0%

% of EOY assets

59.422%

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

$78,743

$81,643-3.6%

$70,462+11.8%

$158,950-50.5%

Participation rate

87.5%

77.7%+9.8pp

75.1%+12.4pp

82.0%+5.5pp

Annual return

43.54%

208.51%-165.0pp

109.08%-65.5pp

302.91%-259.4pp

Employer contribution / active EE

$6,540

$3,218+103.2%

$2,737+138.9%

$4,762+37.3%

Participant deferral / active EE

$3,689

$4,555-19.0%

$3,710-0.6%

$5,983-38.3%

Admin fee / account holder

$46,791

$6,194+655.5%

$3,845+1116.9%

$11,248+316.0%

THE MAUREEN AND MIKE MANSFIELD FOUNDATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE MAUREEN AND MIKE MANSFIELD FOUNDATION RETIREMENT 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