Retirement plan

EMPLOYEE BENEFIT PLAN OF NATIVE VILLAGE OF EYAK

Name: NATIVE VILLAGE OF EYAK - EMPLOYEE BENEFIT PLAN OF NATIVE VILLAGE OF EYAK (2017) Form 5500
Creator: NATIVE VILLAGE OF EYAK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF NATIVE VILLAGE OF EYAK, NATIVE VILLAGE OF EYAK

NATIVE VILLAGE OF EYAKEIN 92-0061041Plan #001PY 2017

PO BOX 1388 - CORDOVA, AK 99574907-424-7738eyak-nsn.govLinkedIn51-200 employeesgovernment administration

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+25.3% from 2016

Total participants

+16.1% from 2016

Average account balance

$35,279

+9.7% from 2016

Annual return

11.79%

+1.63 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.13M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

113

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.

150.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$947K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3321

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 codes2F2T3D

Plan features

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).
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$17K

$442 / participant

Other / not subdivided$17K100.0%

% of EOY assets

0.744%

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

$35,279

$53,128-33.6%

$86,582-59.3%

$70,126-49.7%

Participation rate

97.4%

65.3%+32.1pp

73.5%+23.8pp

69.5%+27.8pp

Annual return

11.79%

27.66%-15.9pp

965.08%-953.3pp

73.15%-61.4pp

Employer contribution / active EE

$3,828

$2,068+85.1%

$2,839+34.8%

$2,343+63.4%

Participant deferral / active EE

$3,023

$2,695+12.2%

$3,609-16.2%

$3,332-9.3%

Admin fee / account holder

$262

$3,584-92.7%

$4,904-94.6%

$4,645-94.4%

EMPLOYEE BENEFIT PLAN OF NATIVE VILLAGE OF EYAK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF NATIVE VILLAGE OF EYAK

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