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 (2019) 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 2019

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)

$19.6M

+23.2% from 2018

Total participants

333

+4.1% from 2018

Average account balance

$61,351

+17.4% from 2018

Annual return

20.16%

+25.66 pp from 2018

Benchmarks

See 34 peers

Peer group

Industry92 - Public Administration

Plan typeDefined contribution

Participants250-999

Cohort34 peers

Snapshot2019

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 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290	Contract Administrator	$49,558
MERRILL LYNCH PIERCE FENNER & SMITH1 year Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085	Pension Consulting	$10,465
HALLETT & ASSOC P S5+ years Service code 26 · EIN 91-1944765	Advisory (Participants)	$1,742

Plan features & details

Pension benefit codes2E2G2J2S2T3C3D

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
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

$62K

$223 / participant

Investment mgmt$7K11.3%
Contract admin$50K80.2%
Other / not subdivided$5K8.5%

% of EOY assets

0.316%

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

$61,351

$42,990+42.7%

$61,048+0.5%

$67,579-9.2%

Participation rate

94.9%

72.4%+22.5pp

79.3%+15.6pp

71.3%+23.7pp

Annual return

20.16%

23.20%-3.0pp

26.18%-6.0pp

378.56%-358.4pp

Employer contribution / active EE

$1,221

$1,969-38.0%

$3,716-67.1%

$2,148-43.2%

Participant deferral / active EE

$3,669

$2,496+47.0%

$4,470-17.9%

$3,539+3.7%

Admin fee / account holder

$194

$109+76.8%

$3,728-94.8%

$142+36.1%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY5+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$49,558

MERRILL LYNCH PIERCE FENNER & SMITH1 year

Filed as: MERRILL LYNCH

Service code 17 · EIN 13-5674085

Pension Consulting

$10,465

HALLETT & ASSOC P S5+ years

Service code 26 · EIN 91-1944765

Advisory (Participants)

$1,742

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