Retirement plan

RETIREMENT ACCUMULATION SUPPLEMENT PLAN FOR EMPLOYEES OF THE NATIONAL URBAN LEAGUE

Name: NATIONAL URBAN LEAGUE - RETIREMENT ACCUMULATION SUPPLEMENT PLAN FOR EMPLOYEES OF THE NATIONAL URBAN LEAGUE (2018) Form 5500
Creator: NATIONAL URBAN LEAGUE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT ACCUMULATION SUPPLEMENT PLAN FOR EMPLOYEES OF THE NATIONAL URBAN LEAGUE, NATIONAL URBAN LEAGUE

NATIONAL URBAN LEAGUEEIN 13-1840489Plan #003PY 2018

80 PINE STREET, 9TH FLOOR - NEW YORK, NY 100051702212-558-5300nul.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

2 filings

#001Retirement-$13.9M assets #002Retirement-$6.1M assets

Prospect flagsHigh feesLow participant contribution

How to read this page

Total assets (EOY)

$842K

+1.1% from 2017

Total participants

0.0% from 2017

Average account balance

$168,366

+1.1% from 2017

Annual return

-9.27%

-24.94 pp from 2017

Benchmarks

See 33,726 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,726 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.75M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

112

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.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$609K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9663

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 codes2F2G2L2M2T

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$7K

$1631 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.775%

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

$168,366

$90,607+85.8%

$79,467+111.9%

$135,380+24.4%

Participation rate

100.0%

76.0%+24.0pp

73.3%+26.7pp

82.6%+17.4pp

Annual return

-9.27%

977.74%-987.0pp

718.30%-727.6pp

519.81%-529.1pp

Employer contribution / active EE

$21,555

$3,068+602.6%

$2,800+669.7%

$4,779+351.0%

Participant deferral / active EE

$4,050-100.0%

$3,704-100.0%

$5,609-100.0%

Admin fee / account holder

$1,305

$5,895-77.9%

$5,104-74.4%

$10,828-87.9%

RETIREMENT ACCUMULATION SUPPLEMENT PLAN FOR EMPLOYEES OF THE NATIONAL URBAN LEAGUE

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT ACCUMULATION SUPPLEMENT PLAN FOR EMPLOYEES OF THE NATIONAL URBAN LEAGUE

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