Retirement plan

MUKOGAWA FORT WRIGHT DEFINED CONTRIBUTION RETIREMENT PLAN

Name: MUKOGAWA FORT WRIGHT INSTITUTE - MUKOGAWA FORT WRIGHT DEFINED CONTRIBUTION RETIREMENT PLAN (2016) Form 5500
Creator: MUKOGAWA FORT WRIGHT INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MUKOGAWA FORT WRIGHT DEFINED CONTRIBUTION RETIREMENT PLAN, MUKOGAWA FORT WRIGHT INSTITUTE

MUKOGAWA FORT WRIGHT INSTITUTEEIN 94-3116985Plan #001PY 2016

4000 W RANDOLPH RD - SPOKANE, WA 99224509-328-2971

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$5M

No prior year

Total participants

105

No prior year

Average account balance

$71,710

No prior year

Annual return

2.63%

No prior year

Benchmarks

See 3,683 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,683 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

45.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

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

+8.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$26122

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

Top 1 by compensation

Provider	Service type	Compensation
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 50 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206	Direct Payment	$332

Plan features & details

Pension benefit codes2E2G2T2K2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract 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

$652K

$8697 / participant

Other / not subdivided$652K100.0%

% of EOY assets

12.995%

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

$71,710

$39,125+83.3%

$57,183+25.4%

$62,881+14.0%

Participation rate

53.3%

70.5%-17.2pp

75.3%-22.0pp

69.3%-16.0pp

Annual return

2.63%

9.24%-6.6pp

14.59%-12.0pp

20.14%-17.5pp

Employer contribution / active EE

$973

$1,874-48.1%

$2,682-63.7%

$2,281-57.3%

Participant deferral / active EE

$2,216

$2,374-6.6%

$3,096-28.4%

$3,203-30.8%

Admin fee / account holder

$9,319

$2,593+259.3%

$3,139+196.8%

$4,296+116.9%

Provider

Service type

Compensation

TIAA1+ years

Filed as: TIAA - TEACHERS INSURANCE AND ANNUI

Service code 50 · EIN 13-1624203

730 THIRD AVE. · NEW YORK, NY 100173206

Direct Payment

$332

MUKOGAWA FORT WRIGHT DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MUKOGAWA FORT WRIGHT DEFINED CONTRIBUTION 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