Retirement plan

ASSOCIATION FOR COMPUTING MACHINERY TDA

Name: ASSOCIATION FOR COMPUTING MACHINERY - ASSOCIATION FOR COMPUTING MACHINERY TDA (2023) Form 5500
Creator: ASSOCIATION FOR COMPUTING MACHINERY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION FOR COMPUTING MACHINERY TDA, ASSOCIATION FOR COMPUTING MACHINERY

ASSOCIATION FOR COMPUTING MACHINERYEIN 13-1921358Plan #002PY 2023

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

Other plans on this EIN

1 filing

#001Retirement-$34.9M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.8M

+30.5% from 2022

Total participants

+5.8% from 2022

Average account balance

$178,171

+23.4% from 2022

Annual return

27.61%

+44.35 pp from 2022

Benchmarks

See 9,806 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort9,806 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.62%

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 codes2L2G2F2M2T3D

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.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

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

$65K

$1960 / participant

Other / not subdivided$65K100.0%

% of EOY assets

0.660%

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

$178,171

$57,330+210.8%

$86,656+105.6%

$75,177+137.0%

Participation rate

100.0%

63.2%+36.8pp

71.7%+28.3pp

67.2%+32.8pp

Annual return

27.61%

2675.40%-2647.8pp

593.09%-565.5pp

160.75%-133.1pp

Employer contribution / active EE

$8,461

$2,316+265.2%

$3,025+179.6%

$2,671+216.8%

Participant deferral / active EE

$3,320-100.0%

$4,439-100.0%

$4,126-100.0%

Admin fee / account holder

$1,176

$4,115-71.4%

$5,619-79.1%

$5,651-79.2%

ASSOCIATION FOR COMPUTING MACHINERY TDA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION FOR COMPUTING MACHINERY TDA

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