Retirement plan

EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC.

Name: EASTERN ALEUTIAN TRIBES, INC. - EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC. (2019) Form 5500
Creator: EASTERN ALEUTIAN TRIBES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC., EASTERN ALEUTIAN TRIBES, INC.

EASTERN ALEUTIAN TRIBES, INC.EIN 92-0139107Plan #002PY 2019

3380 C ST STE 107 - ANCHORAGE, AK 995033949907-277-1440eatribes.orgLinkedIn51-200 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.1M

+10.3% from 2018

Total participants

-16.3% from 2018

Average account balance

$39,496

+18.7% from 2018

Annual return

19.00%

+17.68 pp from 2018

Benchmarks

See 8,598 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,598 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.57M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

163.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$907K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18312

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 codes2F2G2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

$620K

$12391 / participant

Other / not subdivided$620K100.0%

% of EOY assets

19.857%

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

$39,496

$54,763-27.9%

$90,324-56.3%

$72,976-45.9%

Participation rate

94.0%

65.2%+28.8pp

73.3%+20.7pp

69.5%+24.5pp

Annual return

19.00%

30.63%-11.6pp

78.15%-59.2pp

81.02%-62.0pp

Employer contribution / active EE

$2,418

$2,093+15.5%

$2,856-15.3%

$2,440-0.9%

Participant deferral / active EE

$4,875

$2,887+68.8%

$3,885+25.5%

$3,608+35.1%

Admin fee / account holder

$7,843

$3,973+97.4%

$5,356+46.4%

$5,124+53.1%

EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC.

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