Retirement plan

GREATER LOS ANGELES ZOO ASSOCIATION EMPLOYEE RETIREMENT PLAN

Name: GREATER LOS ANGELES ZOO ASSOCIATION - GREATER LOS ANGELES ZOO ASSOCIATION EMPLOYEE RETIREMENT PLAN (2020) Form 5500
Creator: GREATER LOS ANGELES ZOO ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREATER LOS ANGELES ZOO ASSOCIATION EMPLOYEE RETIREMENT PLAN, GREATER LOS ANGELES ZOO ASSOCIATION

GREATER LOS ANGELES ZOO ASSOCIATIONEIN 95-2369545Plan #002PY 2020

5333 ZOO DRIVE - LOS ANGELES, CA 90027323-486-1210LinkedIn11-50 employeesrecreational facilities and services

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$8.3M

+15.8% from 2019

Total participants

117

+44.4% from 2019

Average account balance

$129,573

+33.9% from 2019

Annual return

14.85%

+8.48 pp from 2019

Benchmarks

See 2,664 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,664 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.49M

Not enough data

1 years with asset history on file

Average account balance

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

$172K

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.

800.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$357K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$89K

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

+12.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82261

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 codes2F2G2L2M2S2T3D

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

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

$465K

$4797 / participant

Other / not subdivided$465K100.0%

% of EOY assets

5.611%

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

$129,573

$53,777+140.9%

$134,155-3.4%

$79,858+62.3%

Participation rate

45.4%

58.8%-13.4pp

72.2%-26.8pp

69.6%-24.3pp

Annual return

14.85%

19.01%-4.2pp

36.34%-21.5pp

31.72%-16.9pp

Employer contribution / active EE

$2,396

$1,321+81.3%

$3,705-35.3%

$2,471-3.0%

Participant deferral / active EE

$2,741

$2,420+13.3%

$3,500-21.7%

$3,740-26.7%

Admin fee / account holder

$7,271

$3,984+82.5%

$6,685+8.8%

$5,306+37.0%

GREATER LOS ANGELES ZOO ASSOCIATION EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREATER LOS ANGELES ZOO ASSOCIATION EMPLOYEE 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