Retirement plan

ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC PLAN

Name: ASSOCIATION FOR COMPUTING MACHINERY - ASSOCIATION FOR COMPUTING MACHINERY 403(B) DC PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#002Retirement-$4.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$22.8M

+12.7% from 2016

Total participants

101

+3.1% from 2016

Average account balance

$247,322

+11.5% from 2016

Annual return

13.09%

+7.10 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

$916K

$11894 / participant

Other / not subdivided$916K100.0%

% of EOY assets

4.025%

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

$247,322

$53,128+365.5%

$86,582+185.7%

$70,126+252.7%

Participation rate

88.3%

65.3%+23.0pp

73.5%+14.8pp

69.5%+18.8pp

Annual return

13.09%

27.66%-14.6pp

965.08%-952.0pp

73.15%-60.1pp

Employer contribution / active EE

$6,701

$2,068+224.0%

$2,839+136.0%

$2,343+186.1%

Participant deferral / active EE

$4,303

$2,695+59.7%

$3,609+19.2%

$3,332+29.2%

Admin fee / account holder

$9,955

$3,584+177.8%

$4,904+103.0%

$4,645+114.3%

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