Retirement plan

BALLET HAWAII 401K RETIREMENT PLAN

Name: BALLET HAWAII - BALLET HAWAII 401K RETIREMENT PLAN (2016) Form 5500
Creator: BALLET HAWAII
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BALLET HAWAII 401K RETIREMENT PLAN, BALLET HAWAII

BALLET HAWAIIEIN 99-0163014Plan #001PY 2016

777 S. HOTEL STREET, SUITE 101 - HONOLULU, HI 96813808-521-8600ballethawaii.orgLinkedIn11-50 employeesperforming arts

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$368K

+25.1% from 2015

Total participants

+181.8% from 2015

Average account balance

$46,038

+25.1% from 2015

Annual return

3.56%

+2.02 pp from 2015

Benchmarks

See 2,538 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,538 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$576K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

22.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

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

+18.49%

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 codes2E2F2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$87

$3 / participant

Other / not subdivided$87100.0%

% of EOY assets

0.024%

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

$46,038

$41,377+11.3%

$109,313-57.9%

$62,881-26.8%

Participation rate

23.3%

57.5%-34.2pp

71.3%-47.9pp

69.3%-46.0pp

Annual return

3.56%

11.05%-7.5pp

22.07%-18.5pp

20.14%-16.6pp

Employer contribution / active EE

$500

$1,276-60.8%

$3,892-87.2%

$2,281-78.1%

Participant deferral / active EE

$1,610

$2,045-21.3%

$3,166-49.2%

$3,203-49.7%

Admin fee / account holder

$11

$2,884-99.6%

$5,666-99.8%

$4,296-99.7%

BALLET HAWAII 401K RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BALLET HAWAII 401K 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