Retirement plan

EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC.

Name: EASTERN ALEUTIAN TRIBES, INC. - EMPLOYEE BENEFIT PLAN OF EASTERN ALEUTIAN TRIBES, INC. (2020) 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 2020

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.1M

+31.4% from 2019

Total participants

+15.9% from 2019

Average account balance

$43,626

+10.5% from 2019

Annual return

21.79%

+2.79 pp from 2019

Benchmarks

See 8,767 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,767 peers

Snapshot2020

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

2 tripped

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

$365K

$6291 / participant

Other / not subdivided$365K100.0%

% of EOY assets

8.898%

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

$43,626

$60,139-27.5%

$90,461-51.8%

$79,856-45.4%

Participation rate

98.3%

65.0%+33.3pp

72.7%+25.6pp

69.6%+28.6pp

Annual return

21.79%

71.96%-50.2pp

1294.76%-1273.0pp

31.71%-9.9pp

Employer contribution / active EE

$4,491

$2,069+117.1%

$3,264+37.6%

$2,471+81.7%

Participant deferral / active EE

$6,783

$2,939+130.8%

$3,964+71.1%

$3,741+81.3%

Admin fee / account holder

$3,882

$3,978-2.4%

$5,617-30.9%

$5,306-26.9%

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