Retirement plan

403(B) THRIFT PLAN OF ALASKA CONSERVATION FOUNDATION

Name: ALASKA CONSERVATION FOUNDATION - 403(B) THRIFT PLAN OF ALASKA CONSERVATION FOUNDATION (2020) Form 5500
Creator: ALASKA CONSERVATION FOUNDATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF ALASKA CONSERVATION FOUNDATION, ALASKA CONSERVATION FOUNDATION

ALASKA CONSERVATION FOUNDATIONEIN 92-0061466Plan #001PY 2020

1227 W 9TH AVE STE 300 - ANCHORAGE, AK 995013279907-276-1917alaskaconservation.orgLinkedIn1-10 employeesphilanthropy

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$646K

+4.5% from 2019

Total participants

+20.0% from 2019

Average account balance

$35,896

-12.9% from 2019

Annual return

15.34%

-8.99 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.94M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

176.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$226K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5203

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 codes2F2G2T

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).
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$148K

$13424 / participant

Other / not subdivided$148K100.0%

% of EOY assets

22.854%

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

$35,896

$100,938-64.4%

$90,461-60.3%

$158,982-77.4%

Participation rate

100.0%

75.0%+25.0pp

72.7%+27.3pp

82.0%+18.0pp

Annual return

15.34%

1727.20%-1711.9pp

1294.76%-1279.4pp

302.99%-287.7pp

Employer contribution / active EE

$4,295

$3,691+16.3%

$3,264+31.6%

$4,763-9.8%

Participant deferral / active EE

$3,044

$4,350-30.0%

$3,964-23.2%

$5,983-49.1%

Admin fee / account holder

$8,204

$6,510+26.0%

$5,617+46.1%

$11,252-27.1%

403(B) THRIFT PLAN OF ALASKA CONSERVATION FOUNDATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF ALASKA CONSERVATION FOUNDATION

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