Retirement plan

TAX DEFERRED ANNUITY PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY

Name: NATIONAL HUMAN SERVICES ASSEMBLY - TAX DEFERRED ANNUITY PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY (2015) Form 5500
Creator: NATIONAL HUMAN SERVICES ASSEMBLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY, NATIONAL HUMAN SERVICES ASSEMBLY

NATIONAL HUMAN SERVICES ASSEMBLYEIN 13-1624112Plan #002PY 2015

1101 14TH STREET, NW, SUITE 600 - WASHINGTON, DC 20005202-347-2080nationalassembly.orgLinkedIn1-10 employeescivic & social organization

Other plans on this EIN

1 filing

#001Retirement-$345K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$195K

No prior year

Total participants

No prior year

Average account balance

$24,364

No prior year

Annual return

1.86%

No prior year

Benchmarks

See 188 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Cohort188 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$851K

Not enough data

1 years with asset history on file

Average account balance

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

$213K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$59K

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

+17.69%

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 codes2G2L

Plan features

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$318K

Other / not subdivided$318K100.0%

% of EOY assets

163.190%

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

$24,364

$75,978-67.9%

$73,836-67.0%

Participation rate

0.0%

59.4%-59.4pp

73.4%-73.4pp

Annual return

1.86%

-3.82%+5.7pp

2268.06%-2266.2pp

Employer contribution / active EE

$1,686-100.0%

$2,787-100.0%

Participant deferral / active EE

$2,729-100.0%

$3,583-100.0%

Admin fee / account holder

$39,759

$4,229+840.2%

$4,882+714.4%

TAX DEFERRED ANNUITY PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF NATIONAL HUMAN SERVICES ASSEMBLY

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