Retirement plan

NORTHWEST FOLKLIFE TDA PLAN

Name: NORTHWEST FOLKLIFE - NORTHWEST FOLKLIFE TDA PLAN (2018) Form 5500
Creator: NORTHWEST FOLKLIFE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST FOLKLIFE TDA PLAN, NORTHWEST FOLKLIFE

NORTHWEST FOLKLIFEEIN 91-1311548Plan #001PY 2018

305 HARRISON ST - SEATTLE, WA 981094623206-684-7300nwfolklife.orgLinkedIn11-50 employeesentertainment

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$492K

+5.1% from 2017

Total participants

+9.7% from 2017

Average account balance

$14,895

-1.3% from 2017

Annual return

-5.67%

-25.89 pp from 2017

Benchmarks

See 6,863 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,863 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$965K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

152.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

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

+13.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1902

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 codes2C2E2G2H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.

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

$6K

$329 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.205%

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

$14,895

$158,852-90.6%

$121,220-87.7%

$135,379-89.0%

Participation rate

94.4%

79.3%+15.1pp

71.8%+22.7pp

82.6%+11.8pp

Annual return

-5.67%

-0.64%-5.0pp

16.94%-22.6pp

519.79%-525.5pp

Employer contribution / active EE

$628

$5,666-88.9%

$4,023-84.4%

$4,779-86.9%

Participant deferral / active EE

$2,498

$4,006-37.6%

$3,345-25.3%

$5,609-55.5%

Admin fee / account holder

$180

$6,515-97.2%

$5,021-96.4%

$10,828-98.3%

NORTHWEST FOLKLIFE TDA PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST FOLKLIFE TDA 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