Retirement plan

PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE

Name: TANANA CHIEFS CONFERENCE - PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE (2017) Form 5500
Creator: TANANA CHIEFS CONFERENCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE, TANANA CHIEFS CONFERENCE

TANANA CHIEFS CONFERENCEEIN 92-0040308Plan #001PY 2017

122 FIRST AVENUE, SUITE 600 - FAIRBANKS, AK 99701907-452-8251tananachiefs.orgLinkedIn501-1000 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34.2M

+13.1% from 2016

Total participants

1,991

-9.7% from 2016

Average account balance

$17,177

+25.3% from 2016

Annual return

16.00%

+7.55 pp from 2016

Benchmarks

See 808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort808 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$67.00M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

1,647

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.

99.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.82M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$175

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 3 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS2 years Service code 12 · EIN 13-3689044	Recordkeeping fees; Distribution (12b...	$183,125
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES Service code 16 1 NORTH JEFFERSON · ST. LOUIS, MO 63103	Consulting	$37,643
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2E2F2G2T3D

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.
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

$182K

$223 / participant

Other / not subdivided$182K100.0%

% of EOY assets

0.532%

all-in expense ratio

Categories reported

0 / 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: ALTMAN ROGERS & CO
Auditor EIN: 920143182
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$17,177

$46,100-62.7%

$86,582-80.2%

$69,631-75.3%

Participation rate

100.0%

67.2%+32.8pp

73.5%+26.5pp

70.7%+29.3pp

Annual return

16.00%

21.02%-5.0pp

965.08%-949.1pp

27571.02%-27555.0pp

Employer contribution / active EE

$3,441

$1,850+86.0%

$2,839+21.2%

$2,032+69.3%

Participant deferral / active EE

$2,432-100.0%

$3,609-100.0%

$3,224-100.0%

Admin fee / account holder

$91

$94-2.6%

$4,904-98.1%

$110-17.2%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS2 years

Service code 12 · EIN 13-3689044

Recordkeeping fees; Distribution (12b...

$183,125

WELLS FARGO BANK, N.A.2 years

Filed as: WELLS FARGO CLEARING SERVICES

Service code 16

1 NORTH JEFFERSON · ST. LOUIS, MO 63103

Consulting

$37,643

NATIONAL FINANCIAL SERVICES2 years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE

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