Retirement plan

SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE AND AFFILIATED COMPANIES 401(K) PLAN AND TRUST

Name: SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE - SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE AND AFFILIATED COMPANIES 401(K) PLAN AND TRUST (2020) Form 5500
Creator: SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE AND AFFILIATED COMPANIES 401(K) PLAN AND TRUST, SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE

SAN CARLOS APACHE TRIBAL GAMING ENTERPRISEEIN 86-0757281Plan #001PY 2020

P.O. BOX 1210 - SAN CARLOS, AZ 855501210928-475-7800LinkedIn201-500 employeesperforming arts

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$4M

+7.2% from 2019

Total participants

488

-8.1% from 2019

Average account balance

$8,604

-5.7% from 2019

Annual return

13.09%

-13.14 pp from 2019

Benchmarks

See 374 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants250-999

Cohort374 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.57M

Not enough data

1 years with asset history on file

Average account balance

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

$13K

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.

442

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.

85.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$637K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48

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 1 by compensation

Provider	Service type	Compensation
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST Service code 15 · EIN 38-3944313 P.O. BOX 93656 · ALBUQUERQUE, NM 87199	Recordkeeping	$18,218

Plan features & details

Pension benefit codes2E2G2J2K2S2T

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.
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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$18K

$48 / participant

Contract admin$18K100.0%

% of EOY assets

0.455%

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: BLUEBIRD CPAS
Auditor EIN: 261571066
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,604

$54,121-84.1%

$134,162-93.6%

$73,412-88.3%

Participation rate

93.9%

64.4%+29.6pp

72.2%+21.7pp

72.2%+21.8pp

Annual return

13.09%

-312.52%+325.6pp

36.35%-23.3pp

59.30%-46.2pp

Employer contribution / active EE

$524

$1,402-62.6%

$3,705-85.9%

$2,234-76.5%

Participant deferral / active EE

$1,094

$2,844-61.5%

$3,500-68.7%

$3,806-71.3%

Admin fee / account holder

$39

$132-70.4%

$6,685-99.4%

$158-75.2%

Provider

Service type

Compensation

ALLIANCE BENEFIT GROUP6+ years

Filed as: ALLIANCE BENEFIT GROUP SOUTHWEST

Service code 15 · EIN 38-3944313

P.O. BOX 93656 · ALBUQUERQUE, NM 87199

Recordkeeping

$18,218

SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE AND AFFILIATED COMPANIES 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAN CARLOS APACHE TRIBAL GAMING ENTERPRISE AND AFFILIATED COMPANIES 401(K) PLAN AND TRUST

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