Retirement plan

ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC PLAN

Name: ASSOCIATION FOR COMPUTING MACHINERY - ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC PLAN (2015) Form 5500
Creator: ASSOCIATION FOR COMPUTING MACHINERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC PLAN, ASSOCIATION FOR COMPUTING MACHINERY

ASSOCIATION FOR COMPUTING MACHINERYEIN 13-1921358Plan #001PY 2015

1601 BROADWAY, 10TH FLOOR - NEW YORK, NY 10019212-869-7440linktr.ee/acm.ccnyLinkedIn1-10 employeesinternet

Other plans on this EIN

1 filing

#002Retirement-$3.8M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$18.7M

No prior year

Total participants

No prior year

Average account balance

$219,732

No prior year

Annual return

1.88%

No prior year

Benchmarks

See 6,735 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort6,735 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$47.67M

Not enough data

1 years with asset history on file

Average account balance

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

$401K

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.

119

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.28M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+43.63%

Not enough data

1 years with return on file

Admin fee / account holder

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

$30915

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 codes2L2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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

$1.3M

$16464 / participant

Other / not subdivided$1M100.0%

% of EOY assets

6.699%

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

$219,732

$45,152+386.6%

$73,836+197.6%

$59,633+268.5%

Participation rate

88.2%

64.0%+24.1pp

73.4%+14.7pp

68.7%+19.5pp

Annual return

1.88%

27.40%-25.5pp

2268.06%-2266.2pp

2041.45%-2039.6pp

Employer contribution / active EE

$6,061

$1,901+218.8%

$2,787+117.4%

$2,203+175.2%

Participant deferral / active EE

$3,937

$2,573+53.0%

$3,583+9.9%

$3,192+23.3%

Admin fee / account holder

$14,720

$3,515+318.8%

$4,882+201.5%

$4,297+242.6%

ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC 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