Retirement plan

ASNA RETIREMENT PLAN

Name: ARCTIC SLOPE NATIVE ASSOCIATION, LTD. - ASNA RETIREMENT PLAN (2019) Form 5500
Creator: ARCTIC SLOPE NATIVE ASSOCIATION, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASNA RETIREMENT PLAN, ARCTIC SLOPE NATIVE ASSOCIATION, LTD.

ARCTIC SLOPE NATIVE ASSOCIATION, LTD.EIN 91-0873623Plan #001PY 2019

PO BOX 1232 - BARROW, AK 99723907-852-2762arcticslope.orgLinkedIn201-500 employeesmedical practice

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$21.5M

+39.0% from 2018

Total participants

803

+10.6% from 2018

Average account balance

$26,809

+25.3% from 2018

Annual return

24.23%

+24.64 pp from 2018

Benchmarks

See 3,878 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort3,878 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45.52M

Not enough data

1 years with asset history on file

Average account balance

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

$54K

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.

846

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.

99.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+14.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38

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 2 by compensation

Provider	Service type	Compensation
WILSHIRE ASSOCIATES INCORPORATED1 year Filed as: WILSHIRE ASSOCIATES INC (U.S.A.) Service code 26 · EIN 95-2755361	Advisory (Participants)	$3,660
JOHN HANCOCK LIFE INSURANCE COMPANY3 years Service code 15 · EIN 01-0233346	Recordkeeping	$3,247

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$11K

$31 / participant

Investment mgmt$4K32.1%
Contract admin$8K67.9%

% of EOY assets

0.053%

all-in expense ratio

Categories reported

2 / 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: KPMG
Auditor EIN: 135565207
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,809

$62,928-57.4%

$172,753-84.5%

$67,582-60.3%

Participation rate

100.0%

64.5%+35.5pp

82.6%+17.4pp

71.3%+28.7pp

Annual return

24.23%

30.36%-6.1pp

803.00%-778.8pp

378.57%-354.3pp

Employer contribution / active EE

$5,857

$1,636+258.0%

$5,144+13.9%

$2,148+172.7%

Participant deferral / active EE

$4,265

$2,145+98.8%

$5,198-17.9%

$3,539+20.5%

Admin fee / account holder

$14

$167-91.5%

$13,956-99.9%

$142-90.0%

Provider

Service type

Compensation

WILSHIRE ASSOCIATES INCORPORATED1 year

Filed as: WILSHIRE ASSOCIATES INC (U.S.A.)

Service code 26 · EIN 95-2755361

Advisory (Participants)

$3,660

JOHN HANCOCK LIFE INSURANCE COMPANY3 years

Service code 15 · EIN 01-0233346

Recordkeeping

$3,247

ASNA RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASNA 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