Retirement plan

AANIIIH NAKODA COLLEGE 401(K) PROFIT SHARING PLAN

Name: AANIIIH NAKODA COLLEGE - AANIIIH NAKODA COLLEGE 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: AANIIIH NAKODA COLLEGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AANIIIH NAKODA COLLEGE 401(K) PROFIT SHARING PLAN, AANIIIH NAKODA COLLEGE

AANIIIH NAKODA COLLEGEEIN 81-0420980Plan #001PY 2019

PO BOX 159 - HARLEM, MT 59526406-353-2607ancollege.eduLinkedIn51-200 employeeshigher education

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.4M

+22.2% from 2018

Total participants

+4.6% from 2018

Average account balance

$35,323

+16.8% from 2018

Annual return

20.16%

+24.11 pp from 2018

Benchmarks

See 3,902 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,902 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.90M

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

157.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$203K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8061

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

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

$149K

$2921 / participant

Other / not subdivided$149K100.0%

% of EOY assets

6.203%

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

$35,323

$45,079-21.6%

$69,461-49.1%

$72,983-51.6%

Participation rate

100.0%

68.5%+31.5pp

74.6%+25.4pp

69.5%+30.5pp

Annual return

20.16%

22.65%-2.5pp

28.97%-8.8pp

81.01%-60.8pp

Employer contribution / active EE

$2,406

$2,055+17.1%

$2,779-13.4%

$2,440-1.4%

Participant deferral / active EE

$946

$2,603-63.6%

$3,536-73.2%

$3,608-73.8%

Admin fee / account holder

$2,191

$3,056-28.3%

$3,840-42.9%

$5,124-57.2%

AANIIIH NAKODA COLLEGE 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AANIIIH NAKODA COLLEGE 401(K) PROFIT SHARING 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