Plans » Benchmarking Engine
Benchmarking Quechan Indian Tribe Employee Savings and Retirement Plan in Winterhaven, CA against
neutral (8)
Quechan Indian Tribe Employee Savings and Retirement Plan in Winterhaven, CA has the least net assets (assets minus liabilities) ($11.50M) of the 49 plans whose industry group is Traveler Accommodation and have at least $3,759,865 in total expenses. Those $11.50M compare to an average of $30.00M across the 49 plans.
Note: net assets (assets minus liabilities) =
total assets - total liabilities
Quechan Indian Tribe Employee Savings and Retirement Plan has these standings among those 49 plans:
Note: net assets (assets minus liabilities) =
total assets - total liabilities
Quechan Indian Tribe Employee Savings and Retirement Plan has these standings among those 49 plans:
- net assets (assets minus liabilities) = $11.50M (the least)
- total assets = $11.50M (the least)
- total liabilities = $0 (the least, tied)
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- net assets (assets minus liabilities). At end of plan year. Net assets equal total assets minus total liabilities. Line 1l from Schedule H. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total expenses. From Line 2j, Schedule H. Except where noted, all data come from the 25-Mar-2022 updates to the year-2020 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Quechan Indian Tribe Employee Savings and Retirement Plan in Winterhaven, CA is in California, is in the Western states, its EIN is 860211181, its industry group is Traveler Accommodation, its plan administrator is Michael Marr, a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, has total assets of $10M to $50M, has 500 to 999 total participants, is worse than the overall participant averages in each of net income per active participant, average account balance, active-participant contributions per head, and employer contributions per active participant (4 total), and is higher than the overall administrative medians in each of contract administrator fees, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- total assets ($11.50M)
- net assets (assets minus liabilities) ($11.50M)
- value of interest in pooled separate accounts ($10,601,129)
- total expenses ($3,759,865)
- total income ($2,647,578)
- total contributions ($1,260,001)
- participant loans ($886,627)
- cash contributions from participants ($625,574)
- cash contributions from employers ($436,301)
- contract administrator fees ($109,650)
- total administrative expenses ($109,650)
- total noninterest-bearing cash ($48,891)
- average account balance ($13,789)
- average participant cash contribution per active participant ($750.10)
- average employer cash contribution per active participant ($523.10)
- total administrative expense per participant ($131.47)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of interest in registered investment companies (e.g., mutual funds) ($0.0K)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- net income per active participant (-$1,334)
- net income (-$1,112,287)
- percentage of active participants at the end of the plan year (100%)
- diversity of asset types (9.4%)
- participant loans as a percentage of plan assets (7.71%)
- total administrative expense ratio (0.950%)
- employer securities as a percentage of plan assets (0.00%)
- active participants at the end of the plan year (834)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (834)
- other retired or separated participants entitled to future benefits (0)
- retired or separated participants receiving benefits (0)
- total participants (834)
Global References