Retirement plan

ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN

Name: NYSARC, INC. NASSAU COUNTY CHAPTER - ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN (2015) Form 5500
Creator: NYSARC, INC. NASSAU COUNTY CHAPTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN, NYSARC, INC. NASSAU COUNTY CHAPTER

NYSARC, INC. NASSAU COUNTY CHAPTEREIN 11-1720254Plan #002PY 2015

189 WHEATLEY RD - GLEN HEAD, NY 115452641516-626-1000ahrcfoundation.orgLinkedIn1-10 employeesnon-profit organization management

Other plans on this EIN

1 filing

#001Retirement-$35.2M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed February 1, 2005 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$50.7M

No prior year

Total participants

3,118

No prior year

Average account balance

$16,338

No prior year

Annual return

0.96%

No prior year

Benchmarks

See 189 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants1,000-4,999

Cohort189 peers

Snapshot2015

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$78.20M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

2,077

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.

47.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.78M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$63

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

1 years with F_SCH_H allocation on file

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850	Indirect Investment Fees	$28,743
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 · EIN 13-5581829 300 DAVIDSON AVE · SOMERSET, NJ 08873	Recordkeeping Fees	$4,210
ASCENSUS LLC1+ years Filed as: ADMIN PARTNERS, LLC Service code 15 · EIN 26-3310639 200 LAKE DRIVE EAST, SUITE 102 · CHERRY HILL, NJ 08002	Recordkeeping	$0
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118	Advisory (Plan)	$0
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611	Advisory (Plan)	$0
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 60	Sub-TA Fees	$0
TIAA1+ years Service code 64 · EIN 13-1624203	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2M2L2A2F2G3H2T

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$37K

$13 / participant

Contract admin$37K100.0%

% of EOY assets

0.073%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WEISERMAZARS LLP
Auditor EIN: 131459550
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$16,338

$34,220-52.3%

$73,843-77.9%

$59,188-72.4%

Participation rate

99.4%

59.1%+40.3pp

73.4%+26.0pp

69.4%+30.0pp

Annual return

0.96%

3.36%-2.4pp

2267.84%-2266.9pp

5.51%-4.6pp

Employer contribution / active EE

$644

$1,480-56.5%

$2,787-76.9%

$2,098-69.3%

Participant deferral / active EE

$1,027

$2,035-49.5%

$3,583-71.3%

$3,265-68.6%

Admin fee / account holder

$12

$64-81.4%

$4,880-99.8%

$92-87.1%

Provider

Service type

Compensation

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO

Service code 52 · EIN 04-1590850

Indirect Investment Fees

$28,743

METLIFE LIFE INSURANCE COMPANY1+ years

Filed as: METROPOLITAN LIFE INSURANCE COMPANY

Service code 64 · EIN 13-5581829

300 DAVIDSON AVE · SOMERSET, NJ 08873

Recordkeeping Fees

$4,210

ASCENSUS LLC1+ years

Filed as: ADMIN PARTNERS, LLC

Service code 15 · EIN 26-3310639

200 LAKE DRIVE EAST, SUITE 102 · CHERRY HILL, NJ 08002

Recordkeeping

GLOBAL RETIREMENT PARTNERS LLC1+ years

Filed as: GLOBAL RETIREMENT PARTNERS, LLC

Service code 27 · EIN 47-1411118

Advisory (Plan)

LPL FINANCIAL1+ years

Service code 27 · EIN 04-3046611

Advisory (Plan)

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 60

Sub-TA Fees

TIAA1+ years

Service code 64 · EIN 13-1624203

Recordkeeping Fees

ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATED EMPLOYERS FOR THE HELP OF THE DEVELOPMENTALLY DISABLED 403(B) PLAN

Top hat statement on fileNQDC

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