Retirement plan

EMPLOYEE BENEFIT PLAN OF THE TUNDRA WOMEN S COALITION

Name: THE TUNDRA WOMEN S COALITION - EMPLOYEE BENEFIT PLAN OF THE TUNDRA WOMEN S COALITION (2020) Form 5500
Creator: THE TUNDRA WOMEN S COALITION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF THE TUNDRA WOMEN S COALITION, THE TUNDRA WOMEN S COALITION

THE TUNDRA WOMEN S COALITIONEIN 92-0068684Plan #001PY 2020

PO BOX 2029 - BETHEL, AK 995592029907-543-3344LinkedIn11-50 employeeshospital & health care

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$398K

+23.4% from 2019

Total participants

+34.1% from 2019

Average account balance

$6,981

-4.7% from 2019

Annual return

-0.06%

-4.28 pp from 2019

Benchmarks

See 18,636 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,636 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

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

$21K

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.

204.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2642

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 codes2F2G2T3D

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.
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.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$7K

$186 / participant

Other / not subdivided$7K100.0%

% of EOY assets

1.731%

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

$6,981

$91,167-92.3%

$178,498-96.1%

$79,858-91.3%

Participation rate

94.6%

69.2%+25.4pp

81.9%+12.7pp

69.6%+25.0pp

Annual return

-0.06%

24.19%-24.2pp

151.09%-151.2pp

31.72%-31.8pp

Employer contribution / active EE

$916

$3,255-71.9%

$5,011-81.7%

$2,471-62.9%

Participant deferral / active EE

$1,294

$3,236-60.0%

$5,202-75.1%

$3,740-65.4%

Admin fee / account holder

$121

$6,747-98.2%

$13,985-99.1%

$5,306-97.7%

EMPLOYEE BENEFIT PLAN OF THE TUNDRA WOMEN S COALITION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF THE TUNDRA WOMEN S COALITION

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