Retirement plan

TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN

Name: TULALIP TRIBES OF WASHINGTON - TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN (2023) Form 5500
Creator: TULALIP TRIBES OF WASHINGTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN, TULALIP TRIBES OF WASHINGTON

TULALIP TRIBES OF WASHINGTONEIN 91-0557816Plan #003PY 2023

6406 MARINE DRIVE - TULALIP, WA 98271360-716-4500

Other plans on this EIN

1 filing

#002Retirement-$200.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$269K

+34.6% from 2022

Total participants

-3.0% from 2022

Average account balance

$8,399

+38.8% from 2022

Annual return

12.93%

-110.30 pp from 2022

Benchmarks

See 9,621 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort9,621 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

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.

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+50.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$729

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 codes2E2J2F2G3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$30K

$1241 / participant

Other / not subdivided$30K100.0%

% of EOY assets

11.081%

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

$8,399

$110,303-92.4%

$95,759-91.2%

$139,487-94.0%

Participation rate

100.0%

75.7%+24.3pp

72.3%+27.7pp

80.3%+19.7pp

Annual return

12.93%

27.19%-14.3pp

28.42%-15.5pp

373.84%-360.9pp

Employer contribution / active EE

$2,148

$3,261-34.1%

$2,836-24.3%

$4,755-54.8%

Participant deferral / active EE

$853

$4,674-81.8%

$4,244-79.9%

$6,713-87.3%

Admin fee / account holder

$931

$6,615-85.9%

$5,678-83.6%

$11,407-91.8%

TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TULALIP TRIBES OF WASHINGTON TBC DIVISION EMPLOYEES' 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