Retirement plan

DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN

Name: THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT - DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN (2023) Form 5500
Creator: THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN, THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFIT

THE COLORADO MUSEUM OF NATURAL HISTORY, A COLORADO NON-PROFITdba CORPORATION DBA THE DENVER MUSEUM OF NATURE & SCIENCEEIN 84-0518447Plan #001PY 2023

CITY PARK 2001 COLORADO BLVD - DENVER, CO 80205303-370-6425

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34.6M

+17.6% from 2022

Total participants

926

+10.0% from 2022

Average account balance

$40,267

+5.1% from 2022

Annual return

19.25%

+36.03 pp from 2022

Benchmarks

See 451 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort451 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.30M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

909

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.

91.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.00M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$30,008
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656	Investment Management	$29,750

Plan features & details

Pension benefit codes2F2G2L2M2S2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$60K

$113 / participant

Recordkeeping$60K100.0%

% of EOY assets

0.173%

all-in expense ratio

Categories reported

1 / 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: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: $0
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,267

$53,344-24.5%

$121,204-66.8%

$74,460-45.9%

Participation rate

87.5%

60.0%+27.5pp

69.5%+18.0pp

70.7%+16.8pp

Annual return

19.25%

35.15%-15.9pp

987.18%-967.9pp

34.38%-15.1pp

Employer contribution / active EE

$1,768

$1,898-6.8%

$4,170-57.6%

$2,638-33.0%

Participant deferral / active EE

$3,120

$3,220-3.1%

$4,083-23.6%

$4,530-31.1%

Admin fee / account holder

$69

$382-81.8%

$5,651-98.8%

$348-80.0%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA

Service code 64

8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$30,008

NFP RETIREMENT INC8 years

Filed as: NFP RETIREMENT INC.

Service code 28

120 VANTIS STREET · ALISO VIEJO, CA 92656

Investment Management

$29,750

DENVER MUSEUM OF NATURE & SCIENCE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DENVER MUSEUM OF NATURE & SCIENCE 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