Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFILIATED TRIBES OF NORTHWEST INDIANS

Name: AFFILIATED TRIBES OF NORTHWEST - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFILIATED TRIBES OF NORTHWEST INDIANS (2023) Form 5500
Creator: AFFILIATED TRIBES OF NORTHWEST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFILIATED TRIBES OF NORTHWEST INDIANS, AFFILIATED TRIBES OF NORTHWEST

AFFILIATED TRIBES OF NORTHWESTEIN 93-0934830Plan #001PY 2023

PO BOX 66209 - PORTLAND, OR 97290503-249-5770

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$85K

+171.9% from 2022

Total participants

+20.0% from 2022

Average account balance

$16,924

+117.6% from 2022

Annual return

31.83%

+71.34 pp from 2022

Benchmarks

See 7,496 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort7,496 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29111

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 codes2G3D2J2T

Plan features

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$18

$5 / participant

Other / not subdivided$18100.0%

% of EOY assets

0.021%

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

$16,924

$69,252-75.6%

$64,099-73.6%

$139,456-87.9%

Participation rate

75.0%

75.6%-0.6pp

72.3%+2.7pp

80.3%-5.3pp

Annual return

31.83%

45.89%-14.1pp

33.70%-1.9pp

373.45%-341.6pp

Employer contribution / active EE

$3,184-100.0%

$2,748-100.0%

$4,753-100.0%

Participant deferral / active EE

$10,900

$4,683+132.7%

$3,881+180.8%

$6,711+62.4%

Admin fee / account holder

$4,248-99.9%

$3,070-99.9%

$11,407-100.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFILIATED TRIBES OF NORTHWEST INDIANS

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFILIATED TRIBES OF NORTHWEST INDIANS

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