Retirement plan

MAZAMAS 401(K) PLAN

Name: MAZAMAS - MAZAMAS 401(K) PLAN (2017) Form 5500
Creator: MAZAMAS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MAZAMAS 401(K) PLAN, MAZAMAS

MAZAMASEIN 93-0408077Plan #001PY 2017

527 SE 43RD AVENUE - PORTLAND, OR 97215503-227-2345mazamas.orgLinkedIn1-10 employeesrecreational facilities and services

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$69K

+48.6% from 2016

Total participants

+33.3% from 2016

Average account balance

$23,030

+48.6% from 2016

Annual return

17.74%

+5.62 pp from 2016

Benchmarks

See 5,614 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,614 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$75K

Not enough data

1 years with asset history on file

Average account balance

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

$12K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$12K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+7.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$272

$25 / participant

Other / not subdivided$272100.0%

% of EOY assets

0.394%

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

$23,030

$73,546-68.7%

$63,018-63.5%

$147,586-84.4%

Participation rate

18.2%

77.9%-59.7pp

74.8%-56.6pp

82.8%-64.6pp

Annual return

17.74%

175.56%-157.8pp

87.62%-69.9pp

578.59%-560.9pp

Employer contribution / active EE

$3,324-100.0%

$2,761-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,304

$4,185-68.8%

$3,330-60.8%

$5,439-76.0%

Admin fee / account holder

$91

$5,956-98.5%

$3,601-97.5%

$10,886-99.2%

MAZAMAS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MAZAMAS 401(K) PLAN

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