Retirement plan

COLUMBIA RIVER MARITIME MUSEUM 403(B) TAX DEFERRED ANNUITY RETIREMENT PLAN

Name: COLUMBIA RIVER MARITIME MUSEUM - COLUMBIA RIVER MARITIME MUSEUM 403(B) TAX DEFERRED ANNUITY RETIREMENT PLAN (2015) Form 5500
Creator: COLUMBIA RIVER MARITIME MUSEUM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLUMBIA RIVER MARITIME MUSEUM 403(B) TAX DEFERRED ANNUITY RETIREMENT PLAN, COLUMBIA RIVER MARITIME MUSEUM

COLUMBIA RIVER MARITIME MUSEUMEIN 93-0509906Plan #001PY 2015

1792 MARINE DRIVE - ASTORIA, OR 971033525503-325-2323crmm.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$722K

No prior year

Total participants

No prior year

Average account balance

$28,891

No prior year

Annual return

-0.20%

No prior year

Benchmarks

See 2,206 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,206 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.79M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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

$142K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+22.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19422

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 codes2L2F2G2M2T

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

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

$175K

$4604 / participant

Other / not subdivided$175K100.0%

% of EOY assets

24.220%

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

$28,891

$39,162-26.2%

$100,671-71.3%

$59,633-51.6%

Participation rate

50.0%

55.9%-5.9pp

70.7%-20.7pp

68.7%-18.7pp

Annual return

-0.20%

21.07%-21.3pp

20.43%-20.6pp

2041.45%-2041.7pp

Employer contribution / active EE

$817

$1,151-29.0%

$4,012-79.6%

$2,203-62.9%

Participant deferral / active EE

$1,099

$1,992-44.8%

$3,144-65.1%

$3,192-65.6%

Admin fee / account holder

$6,997

$2,969+135.7%

$4,850+44.3%

$4,297+62.8%

COLUMBIA RIVER MARITIME MUSEUM 403(B) TAX DEFERRED ANNUITY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLUMBIA RIVER MARITIME MUSEUM 403(B) TAX DEFERRED ANNUITY RETIREMENT 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