Retirement plan

PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE

Name: TANANA CHIEFS CONFERENCE - PROFIT SHARING PLAN FOR EMPLOYEES OF TANANA CHIEFS CONFERENCE (2018) 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 2018

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)

$33.1M

-3.1% from 2017

Total participants

1,616

-18.8% from 2017

Average account balance

$20,543

+19.6% from 2017

Annual return

-5.28%

-21.28 pp from 2017

Benchmarks

See 845 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort845 peers

Snapshot2018

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 SOLUTIONS3 years Service code 12 · EIN 13-3689044	Claims processing; Direct payment fro...	$202,788
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES Service code 16 1 NORTH JEFFERSON · ST. LOUIS, MO 63103	Consulting	$42,140
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567	Securities brokerage; Securities brok...	$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

$203K

$246 / participant

Other / not subdivided$203K100.0%

% of EOY assets

0.612%

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

$20,543

$43,999-53.3%

$79,476-74.2%

$55,725-63.1%

Participation rate

99.6%

66.9%+32.7pp

73.3%+26.3pp

70.9%+28.8pp

Annual return

-5.28%

1.81%-7.1pp

718.21%-723.5pp

244.93%-250.2pp

Employer contribution / active EE

$3,711

$1,830+102.9%

$2,800+32.5%

$2,078+78.6%

Participant deferral / active EE

$2,538-100.0%

$3,704-100.0%

$3,356-100.0%

Admin fee / account holder

$126

$118+6.9%

$5,113-97.5%

$115+9.2%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS3 years

Service code 12 · EIN 13-3689044

Claims processing; Direct payment fro...

$202,788

WELLS FARGO BANK, N.A.3 years

Filed as: WELLS FARGO CLEARING SERVICES

Service code 16

1 NORTH JEFFERSON · ST. LOUIS, MO 63103

Consulting

$42,140

NATIONAL FINANCIAL SERVICES3 years

Service code 33 · EIN 04-3523567

Securities brokerage; Securities brok...

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