Retirement plan

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

Name: ARIZONA-SONORA DESERT MUSEUM, INC. - ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN (2017) Form 5500
Creator: ARIZONA-SONORA DESERT MUSEUM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN, ARIZONA-SONORA DESERT MUSEUM, INC.

ARIZONA-SONORA DESERT MUSEUM, INC.EIN 86-0111675Plan #001PY 2017

2021 NORTH KINNEY ROAD - TUCSON, AZ 85743520-883-3012desertmuseum.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsLow returnsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$8.3M

+9.0% from 2016

Total participants

195

-1.0% from 2016

Average account balance

$55,053

+11.9% from 2016

Annual return

13.15%

+7.62 pp from 2016

Benchmarks

See 584 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort584 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.92M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

154

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.

53.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$642K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+13.71%

Not enough data

1 years with return on file

Admin fee / account holder

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

$272

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 3 by compensation

Provider	Service type	Compensation
THE STANDARD3+ years Filed as: STANDARD Service code 12 · EIN 93-1253576	Recordkeeping and information managem...	$19,796
GLOBAL RETIREMENT PARTNERS LLC2 years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$9,807
PRUDENTIAL RETIREMENT INSURANCE AND3+ years Filed as: PRUDENTIAL Service code 15 · EIN 22-1211670	Recordkeeping	$420

Plan features & details

Pension benefit codes2L2K2F2G2J2T

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.
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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$30K

$221 / participant

Contract admin$30K100.0%

% of EOY assets

0.361%

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: BEACH FLEISCHMAN PC
Auditor EIN: 860683059
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,053

$63,156-12.8%

$122,354-55.0%

$62,293-11.6%

Participation rate

67.6%

60.0%+7.6pp

71.6%-4.0pp

69.5%-1.9pp

Annual return

13.15%

20.61%-7.5pp

30.28%-17.1pp

28.90%-15.7pp

Employer contribution / active EE

$733

$1,385-47.0%

$4,051-81.9%

$2,042-64.1%

Participant deferral / active EE

$2,149

$2,321-7.4%

$3,287-34.6%

$3,169-32.2%

Admin fee / account holder

$199

$440-54.8%

$5,479-96.4%

$479-58.5%

Provider

Service type

Compensation

THE STANDARD3+ years

Filed as: STANDARD

Service code 12 · EIN 93-1253576

Recordkeeping and information managem...

$19,796

GLOBAL RETIREMENT PARTNERS LLC2 years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

$9,807

PRUDENTIAL RETIREMENT INSURANCE AND3+ years

Filed as: PRUDENTIAL

Service code 15 · EIN 22-1211670

Recordkeeping

$420

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARIZONA-SONORA DESERT MUSEUM, INC. 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