Retirement plan

NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION RETIREMENT PLAN

Name: NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION - NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION RETIREMENT PLAN (2017) Form 5500
Creator: NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION RETIREMENT PLAN, NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION

NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATIONEIN 02-0349390Plan #001PY 2017

46 DONOVAN STREET, SUITE 3 - CONCORD, NH 033012624603-225-3230LinkedIn1-10 employeese-learning

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$222K

+24.9% from 2016

Total participants

+14.3% from 2016

Average account balance

$27,768

+9.3% from 2016

Annual return

8.77%

+8.11 pp from 2016

Benchmarks

See 5,617 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,617 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$407K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

240.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+19.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2493

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 codes2E2F2G2J3D

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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$41

$21 / participant

Other / not subdivided$41100.0%

% of EOY assets

0.018%

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

$27,768

$73,518-62.2%

$63,005-55.9%

$147,585-81.2%

Participation rate

100.0%

77.9%+22.1pp

74.8%+25.2pp

82.8%+17.2pp

Annual return

8.77%

175.46%-166.7pp

87.59%-78.8pp

578.58%-569.8pp

Employer contribution / active EE

$3,499

$3,322+5.3%

$2,760+26.7%

$4,876-28.3%

Participant deferral / active EE

$10,856

$4,183+159.5%

$3,329+226.1%

$5,439+99.6%

Admin fee / account holder

$5,952-99.9%

$3,599-99.9%

$10,886-100.0%

NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEW HAMPSHIRE SCHOOL ADMINISTRATOR ASSOCIATION 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