Retirement plan

EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC.

Name: THE PRIMAVERA FOUNDATION, INC. - EMPLOYEE BENEFIT PLAN OF THE PRIMAVERA FOUNDATION, INC. (2020) 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 2020

151 W 40TH ST - TUCSON, AZ 857133994520-882-5383primavera.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.5M

+15.8% from 2019

Total participants

+8.8% from 2019

Average account balance

$24,435

+8.2% from 2019

Annual return

10.42%

-4.81 pp from 2019

Benchmarks

See 18,628 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,628 peers

Snapshot2020

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

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

$67K

$1334 / participant

Other / not subdivided$67K100.0%

% of EOY assets

4.476%

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

$24,435

$91,198-73.2%

$178,503-86.3%

$79,856-69.4%

Participation rate

98.0%

69.2%+28.8pp

81.9%+16.1pp

69.6%+28.4pp

Annual return

10.42%

24.20%-13.8pp

151.12%-140.7pp

31.71%-21.3pp

Employer contribution / active EE

$503

$3,257-84.6%

$5,011-90.0%

$2,471-79.7%

Participant deferral / active EE

$2,207

$3,237-31.8%

$5,202-57.6%

$3,741-41.0%

Admin fee / account holder

$1,094

$6,748-83.8%

$13,987-92.2%

$5,306-79.4%

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