Retirement plan

EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

Name: REUBEN H. FLEET SCIENCE CENTER - EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER (2016) Form 5500
Creator: REUBEN H. FLEET SCIENCE CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER, REUBEN H. FLEET SCIENCE CENTER

REUBEN H. FLEET SCIENCE CENTEREIN 95-6066250Plan #002PY 2016

1875 EL PRADO - SAN DIEGO, CA 921011625619-238-1233rhfleet.orgLinkedIn51-200 employeesmuseums and institutions

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

137

No prior year

Average account balance

$16,385

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 616 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants100-249

Cohort616 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.52M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

40.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

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

+18.56%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1503

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
MUTUAL OF AMERICA INVESTMENT CORP1+ years Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Claims processing; Recordkeeping and ...	$612

Plan features & details

Pension benefit codes2F2T3D2E2G

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.
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.
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

$612

$6 / participant

Other / not subdivided$612100.0%

% of EOY assets

0.037%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LEAF & COLE, LLP
Auditor EIN: 952076568
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,385

$38,969-58.0%

$109,313-85.0%

$55,167-70.3%

Participation rate

66.4%

58.2%+8.1pp

71.3%-4.9pp

69.0%-2.6pp

Annual return

0.00%

8.26%-8.3pp

22.07%-22.1pp

169.23%-169.2pp

Employer contribution / active EE

$309

$1,227-74.8%

$3,892-92.1%

$1,963-84.3%

Participant deferral / active EE

$1,029

$2,176-52.7%

$3,166-67.5%

$3,054-66.3%

Admin fee / account holder

$501-98.8%

$5,666-99.9%

$504-98.8%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP1+ years

Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Claims processing; Recordkeeping and ...

$612

EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF REUBEN H. FLEET SCIENCE CENTER

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