Retirement plan

JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN

Name: JAMESTOWN S'KLALLAM TRIBE - JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: JAMESTOWN S'KLALLAM TRIBE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN, JAMESTOWN S'KLALLAM TRIBE

JAMESTOWN S'KLALLAM TRIBEEIN 91-0963298Plan #001PY 2016

1033 OLD BLYN HIGHWAY - SEQUIM, WA 98382360-681-4620jamestowntribe.orgLinkedIn501-1000 employeesgovernment administration

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 5, 2019

Plan administrator

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1033 Old Blyn HWY 101

Sequim State: WA Zip Code: 98382

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Plans declared (1)

Plan name not on file4 emp

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Total assets (EOY)

$13.7M

+4.9% from 2015

Total participants

331

+19.9% from 2015

Average account balance

$44,919

-11.9% from 2015

Annual return

7.59%

+7.89 pp from 2015

Benchmarks

See 21,607 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants250-999

Cohort21,607 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$34.53M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

521

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.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$276

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
HALLETT & ASSOC P S2+ years Service code 27 · EIN 91-1944765	Advisory (Plan)	$44,271
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290	Contract Administrator	$14,319

Plan features & details

Pension benefit codes2E2G2J2S2T3D

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.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$59K

$232 / participant

Investment mgmt$44K75.6%
Contract admin$14K24.4%

% of EOY assets

0.426%

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: JOHNSON STONE & PAGANO, PS
Auditor EIN: 911623649
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$44,919

$57,658-22.1%

$46,225-2.8%

$57,658-22.1%

Participation rate

90.1%

70.2%+19.9pp

79.5%+10.6pp

70.2%+19.9pp

Annual return

7.59%

5.13%+2.5pp

7.57%0pp

5.13%+2.5pp

Employer contribution / active EE

$1,163

$1,974-41.1%

$3,424-66.0%

$1,974-41.1%

Participant deferral / active EE

$3,424

$3,061+11.9%

$3,776-9.3%

$3,061+11.9%

Admin fee / account holder

$191

$95+102.5%

$3,519-94.6%

$95+102.5%

Provider

Service type

Compensation

HALLETT & ASSOC P S2+ years

Service code 27 · EIN 91-1944765

Advisory (Plan)

$44,271

PRINCIPAL LIFE INSURANCE COMPANY2+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$14,319

JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JAMESTOWN S'KLALLAM TRIBE 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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