Retirement plan

AEROSPACE MUSEUM OF CALIFORNIA 401 K PROFIT SHARING PLAN TRUST

Name: AEROSPACE MUSEUM OF CALIFORNIA - AEROSPACE MUSEUM OF CALIFORNIA 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: AEROSPACE MUSEUM OF CALIFORNIA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AEROSPACE MUSEUM OF CALIFORNIA 401 K PROFIT SHARING PLAN TRUST, AEROSPACE MUSEUM OF CALIFORNIA

AEROSPACE MUSEUM OF CALIFORNIAEIN 94-2831253Plan #001PY 2016

3200 FREEDOM PARK DR - MCCLELLAN, CA 956522432916-643-3192aerospaceca.orgLinkedIn11-50 employeesmuseums and institutions

Prospect flagsLow returnsHigh feesLow participationLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$3K

-23.1% from 2015

Total participants

+11.1% from 2015

Average account balance

$2,801

-23.1% from 2015

Annual return

-1.95%

-1.96 pp from 2015

Benchmarks

See 6,152 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,152 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-23.20%

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 codes2E2F2G2J2T3D

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

5 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$9K

$909 / participant

Other / not subdivided$9K100.0%

% of EOY assets

324.563%

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

$2,801

$153,311-98.2%

$109,313-97.4%

$273,972-99.0%

Participation rate

10.0%

80.1%-70.1pp

71.3%-61.3pp

83.0%-73.0pp

Annual return

-1.95%

29.86%-31.8pp

22.07%-24.0pp

41.46%-43.4pp

Employer contribution / active EE

$5,619-100.0%

$3,892-100.0%

$4,869-100.0%

Participant deferral / active EE

$825

$3,932-79.0%

$3,166-74.0%

$5,287-84.4%

Admin fee / account holder

$9,091

$8,076+12.6%

$5,666+60.4%

$10,133-10.3%

AEROSPACE MUSEUM OF CALIFORNIA 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AEROSPACE MUSEUM OF CALIFORNIA 401 K PROFIT SHARING PLAN TRUST

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