Retirement plan

SEATTLE THEATRE GROUP RETIREMENT SAVINGS PLAN

Name: SEATTLE THEATRE GROUP - SEATTLE THEATRE GROUP RETIREMENT SAVINGS PLAN (2024) Form 5500
Creator: SEATTLE THEATRE GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEATTLE THEATRE GROUP RETIREMENT SAVINGS PLAN, SEATTLE THEATRE GROUP

SEATTLE THEATRE GROUPEIN 94-3130227Plan #001PY 2024

911 PINE STREET - SEATTLE, WA 98101206-467-5510

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$10.5M

+20.1% from 2023

Total participants

147

-9.8% from 2023

Average account balance

$91,476

+13.8% from 2023

Annual return

14.51%

-4.88 pp from 2023

Benchmarks

See 827 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort827 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.52M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

115

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.

74.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$860K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$113

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

1 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
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106	Recordkeeping	$13,009

Plan features & details

Pension benefit codes2F2G2K2L2M2T3D

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.
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.
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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$13K

$105 / participant

Recordkeeping$13K100.0%

% of EOY assets

0.124%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$91,476

$52,450+74.4%

$129,384-29.3%

$74,459+22.9%

Participation rate

74.2%

53.8%+20.3pp

69.6%+4.6pp

67.2%+7.0pp

Annual return

14.51%

15.65%-1.1pp

9461.77%-9447.3pp

1369.70%-1355.2pp

Employer contribution / active EE

$2,793

$1,532+82.3%

$4,153-32.7%

$2,626+6.4%

Participant deferral / active EE

$4,142

$2,797+48.1%

$4,166-0.6%

$4,350-4.8%

Admin fee / account holder

$113

$2,636-95.7%

$7,686-98.5%

$1,945-94.2%

Provider

Service type

Compensation

NWPS4 years

Service code 15 · EIN 91-2090931

4025 DELRIDGE WAY SW · SEATTLE, WA 98106

Recordkeeping

$13,009

SEATTLE THEATRE GROUP RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEATTLE THEATRE GROUP RETIREMENT SAVINGS 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