Retirement plan

NORTHWEST FOLKLIFE TDA PLAN

Name: NORTHWEST FOLKLIFE - NORTHWEST FOLKLIFE TDA PLAN (2019) 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 2019

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$665K

+35.3% from 2018

Total participants

-2.9% from 2018

Average account balance

$20,786

+39.5% from 2018

Annual return

23.33%

+29.00 pp from 2018

Benchmarks

See 7,347 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,347 peers

Snapshot2019

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$142 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.406%

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

$20,786

$176,688-88.2%

$130,660-84.1%

$152,885-86.4%

Participation rate

94.7%

79.0%+15.8pp

71.7%+23.0pp

82.5%+12.3pp

Annual return

23.33%

2693.08%-2669.8pp

1709.29%-1686.0pp

345.39%-322.1pp

Employer contribution / active EE

$592

$5,743-89.7%

$4,092-85.5%

$4,763-87.6%

Participant deferral / active EE

$2,652

$4,362-39.2%

$3,603-26.4%

$5,851-54.7%

Admin fee / account holder

$84

$7,131-98.8%

$5,463-98.5%

$11,598-99.3%

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