Retirement plan

EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC.

Name: THE PRIMAVERA FOUNDATION, INC. - EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC. (2016) Form 5500
Creator: THE PRIMAVERA FOUNDATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC., THE PRIMAVERA FOUNDATION, INC.

THE PRIMAVERA FOUNDATION, INC.EIN 86-0733182Plan #001PY 2016

151 W 40TH ST - TUCSON, AZ 85713520-882-5383primavera.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$794K

+12.2% from 2015

Total participants

+3.6% from 2015

Average account balance

$14,703

+14.3% from 2015

Annual return

4.62%

+2.86 pp from 2015

Benchmarks

See 17,769 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort17,769 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.40M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

46.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+16.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$894

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 codes2F2T3D

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).
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.
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

2 tripped

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

$62K

$1327 / participant

Other / not subdivided$62K100.0%

% of EOY assets

7.857%

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

$14,703

$77,638-81.1%

$156,551-90.6%

$62,881-76.6%

Participation rate

93.6%

71.2%+22.4pp

84.0%+9.6pp

69.3%+24.3pp

Annual return

4.62%

50.33%-45.7pp

32.23%-27.6pp

20.14%-15.5pp

Employer contribution / active EE

$369

$3,444-89.3%

$5,501-93.3%

$2,281-83.8%

Participant deferral / active EE

$1,932

$3,046-36.6%

$4,871-60.3%

$3,203-39.7%

Admin fee / account holder

$1,155

$5,561-79.2%

$13,028-91.1%

$4,296-73.1%

EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC.

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